1299.HK vs. UNH
Compare and contrast key facts about AIA Group Ltd (1299.HK) and UnitedHealth Group Incorporated (UNH).
Performance
1299.HK vs. UNH - Performance Comparison
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Different Trading Currencies
1299.HK is traded in HKD, while UNH is traded in USD. To make them comparable, the UNH values have been converted to HKD using the latest available exchange rates.
Returns By Period
In the year-to-date period, 1299.HK achieves a 7.82% return, which is significantly higher than UNH's -14.76% return. Over the past 10 years, 1299.HK has underperformed UNH with an annualized return of 9.21%, while UNH has yielded a comparatively higher 9.81% annualized return.
1299.HK
- 1D
- -1.54%
- 1M
- 1.23%
- YTD
- 7.82%
- 6M
- 16.03%
- 1Y
- 48.40%
- 3Y*
- 3.57%
- 5Y*
- 0.24%
- 10Y*
- 9.21%
UNH
- 1D
- 1.21%
- 1M
- -3.00%
- YTD
- -14.76%
- 6M
- -21.34%
- 1Y
- -45.25%
- 3Y*
- -15.93%
- 5Y*
- -3.67%
- 10Y*
- 9.81%
1299.HK vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
1299.HK AIA Group Ltd | 7.82% | 45.95% | -15.02% | -19.98% | 12.60% | -16.49% | 18.84% | 27.95% | -1.04% | 54.78% |
UNH UnitedHealth Group Incorporated | -14.76% | -33.01% | -2.91% | 0.78% | 7.12% | 45.99% | 20.71% | 19.37% | 14.78% | 40.91% |
Correlation
The correlation between 1299.HK and UNH is 0.04, meaning there is essentially no relationship between their price movements. They neither move together nor in opposition — each responds to its own set of market drivers. This independence makes them strong candidates for combining in a diversified portfolio.
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Return for Risk
1299.HK vs. UNH — Risk / Return Rank
1299.HK
UNH
1299.HK vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd (1299.HK) and UnitedHealth Group Incorporated (UNH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 1299.HK | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | -0.89 | +2.28 |
Sortino ratioReturn per unit of downside risk | 1.93 | -1.07 | +3.00 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.82 | +0.44 |
Calmar ratioReturn relative to maximum drawdown | 3.01 | -0.76 | +3.77 |
Martin ratioReturn relative to average drawdown | 9.69 | -1.00 | +10.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 1299.HK | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | -0.89 | +2.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | -0.12 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.33 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.32 | +0.06 |
Drawdowns
1299.HK vs. UNH - Drawdown Comparison
The maximum 1299.HK drawdown since its inception was -55.42%, smaller than the maximum UNH drawdown of -72.50%. Use the drawdown chart below to compare losses from any high point for 1299.HK and UNH.
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Drawdown Indicators
| 1299.HK | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.42% | -74.37% | +18.95% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -60.06% | +43.80% |
Max Drawdown (5Y)Largest decline over 5 years | -53.42% | -61.39% | +7.97% |
Max Drawdown (10Y)Largest decline over 10 years | -55.42% | -61.39% | +5.97% |
Current DrawdownCurrent decline from peak | -11.81% | -54.04% | +42.23% |
Average DrawdownAverage peak-to-trough decline | -14.52% | -14.64% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 45.65% | -40.35% |
Volatility
1299.HK vs. UNH - Volatility Comparison
AIA Group Ltd (1299.HK) has a higher volatility of 15.92% compared to UnitedHealth Group Incorporated (UNH) at 7.72%. This indicates that 1299.HK's price experiences larger fluctuations and is considered to be riskier than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 1299.HK | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.92% | 7.72% | +8.20% |
Volatility (6M)Calculated over the trailing 6-month period | 25.61% | 29.34% | -3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.66% | 51.04% | -16.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.24% | 31.24% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.83% | 29.81% | +0.02% |
Dividends
1299.HK vs. UNH - Dividend Comparison
1299.HK's dividend yield for the trailing twelve months is around 2.09%, less than UNH's 3.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1299.HK AIA Group Ltd | 2.09% | 2.25% | 2.91% | 2.29% | 1.71% | 1.76% | 1.34% | 1.56% | 1.59% | 1.34% | 1.67% | 1.13% |
UNH UnitedHealth Group Incorporated | 3.19% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Financials
1299.HK vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between AIA Group Ltd and UnitedHealth Group Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities