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UnitedHealth Group Incorporated

UNH
Equity · Currency in USD
Sector
Healthcare
Industry
Healthcare Plans
ISIN
US91324P1021
CUSIP
91324P102

UNHPrice Chart


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S&P 500

UNHPerformance

The chart shows the growth of $10,000 invested in UnitedHealth Group Incorporated on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $159,141 for a total return of roughly 1,491.41%. All prices are adjusted for splits and dividends.


UNH (UnitedHealth Group Incorporated)
Benchmark (S&P 500)

UNHReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.03%
6M16.88%
YTD21.10%
1Y39.05%
5Y26.80%
10Y25.72%

UNHMonthly Returns Heatmap


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UNHSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current UnitedHealth Group Incorporated Sharpe ratio is 1.79. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


UNH (UnitedHealth Group Incorporated)
Benchmark (S&P 500)

UNHDividends

UnitedHealth Group Incorporated granted a 1.29% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $5.40 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$5.40$4.83$4.14$3.45$2.88$2.38$1.88$1.41$1.05$0.80$0.61$0.41

Dividend yield

1.29%1.38%1.41%1.38%1.30%1.48%1.59%1.39%1.40%1.48%1.21%1.12%

UNHDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


UNH (UnitedHealth Group Incorporated)
Benchmark (S&P 500)

UNHWorst Drawdowns

The table below shows the maximum drawdowns of the UnitedHealth Group Incorporated. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the UnitedHealth Group Incorporated is 35.90%, recorded on Mar 23, 2020. It took 47 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.9%Feb 20, 202023Mar 23, 202047May 29, 202070
-23.98%Dec 4, 201892Apr 17, 2019154Nov 25, 2019246
-21.23%Jul 7, 201125Aug 10, 2011103Jan 6, 2012128
-20.32%Jan 20, 2010114Jul 1, 201055Sep 20, 2010169
-15.37%Jun 20, 201233Aug 6, 2012162Apr 2, 2013195
-14.17%Jan 29, 201839Mar 23, 201840May 21, 201879
-12.62%Jul 16, 201529Aug 25, 2015137Mar 11, 2016166
-11.15%Jan 8, 202121Feb 8, 202128Mar 19, 202149
-10.97%Oct 17, 20138Oct 28, 201344Dec 31, 201352
-9.41%Jan 17, 202010Jan 31, 20208Feb 12, 202018

UNHVolatility Chart

Current UnitedHealth Group Incorporated volatility is 22.62%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


UNH (UnitedHealth Group Incorporated)
Benchmark (S&P 500)

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