UnitedHealth Group Incorporated (UNH)

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UnitedHealth Group Incorporated (UNH) is up 23.1% since the beginning of the year. At $401 per share, UNH is trading 3.6% below its 52-week high of $416. Investors who bought $1,000 worth of UNH shares 5 years ago would now be looking at an investment worth $1,124.

UnitedHealth Group Incorporated (UNH) has returned 23.11% so far this year and 34.02% over the past 12 months. Over the last ten years, UNH has had an annualized return of 13.06%, just under the S&P 500 Index benchmark’s 13.67%.

Based on dividend-adjusted daily data since Mar 26, 1990, UNH's average daily return is +0.11%, while the average monthly return is +2.14%. At this rate, an investment would double in approximately 2.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was May 1990 with a return of +40.7%, while the worst month was Aug 1998 at -36.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, UNH closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +34.8%, while the worst single day was Jul 11, 1996 at -29.9%.

UnitedHealth Group Incorporated has an annualized alpha of 20.60%, beta of 0.83, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since March 26, 1990.

• This stock captured 119.26% of S&P 500 Index gains but only 53.64% of its losses - a favorable profile for investors.
• R2 of 0.17 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UNH ranks 66 for risk / return — better than 66% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

UnitedHealth Group Incorporated provided a 2.23% dividend yield over the last twelve months, with an annual payout of $8.95 per share. The company has been increasing its dividends for 16 consecutive years.

The table displays the monthly dividend distributions for UnitedHealth Group Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the UnitedHealth Group Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the UnitedHealth Group Incorporated was 74.37%, occurring on Nov 20, 2008. Recovery took 1095 trading sessions.

The current UnitedHealth Group Incorporated drawdown is 33.15%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of UnitedHealth Group Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how UnitedHealth Group Incorporated is priced in the market compared to other companies in the Healthcare Plans industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.