PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
ANSS vs. UNH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ANSS and UNH is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

Performance

ANSS vs. UNH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ANSYS, Inc. (ANSS) and UnitedHealth Group Incorporated (UNH). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
8.68%
-2.99%
ANSS
UNH

Key characteristics

Sharpe Ratio

ANSS:

-0.04

UNH:

0.21

Sortino Ratio

ANSS:

0.10

UNH:

0.47

Omega Ratio

ANSS:

1.01

UNH:

1.07

Calmar Ratio

ANSS:

-0.04

UNH:

0.26

Martin Ratio

ANSS:

-0.15

UNH:

0.77

Ulcer Index

ANSS:

6.79%

UNH:

7.55%

Daily Std Dev

ANSS:

22.63%

UNH:

27.34%

Max Drawdown

ANSS:

-63.28%

UNH:

-82.68%

Current Drawdown

ANSS:

-16.57%

UNH:

-12.75%

Fundamentals

Market Cap

ANSS:

$30.00B

UNH:

$500.10B

EPS

ANSS:

$6.49

UNH:

$15.38

PE Ratio

ANSS:

52.86

UNH:

35.33

PEG Ratio

ANSS:

2.05

UNH:

1.51

Total Revenue (TTM)

ANSS:

$1.66B

UNH:

$297.46B

Gross Profit (TTM)

ANSS:

$1.45B

UNH:

$66.08B

EBITDA (TTM)

ANSS:

$497.30M

UNH:

$19.24B

Returns By Period

In the year-to-date period, ANSS achieves a 1.70% return, which is significantly lower than UNH's 7.42% return. Over the past 10 years, ANSS has underperformed UNH with an annualized return of 15.33%, while UNH has yielded a comparatively higher 19.69% annualized return.


ANSS

YTD

1.70%

1M

0.13%

6M

7.13%

1Y

4.78%

5Y*

4.91%

10Y*

15.33%

UNH

YTD

7.42%

1M

9.01%

6M

-4.51%

1Y

6.31%

5Y*

14.56%

10Y*

19.69%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

ANSS vs. UNH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANSS
The Risk-Adjusted Performance Rank of ANSS is 4242
Overall Rank
The Sharpe Ratio Rank of ANSS is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of ANSS is 3737
Sortino Ratio Rank
The Omega Ratio Rank of ANSS is 3737
Omega Ratio Rank
The Calmar Ratio Rank of ANSS is 4646
Calmar Ratio Rank
The Martin Ratio Rank of ANSS is 4646
Martin Ratio Rank

UNH
The Risk-Adjusted Performance Rank of UNH is 5454
Overall Rank
The Sharpe Ratio Rank of UNH is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of UNH is 4747
Sortino Ratio Rank
The Omega Ratio Rank of UNH is 4848
Omega Ratio Rank
The Calmar Ratio Rank of UNH is 6161
Calmar Ratio Rank
The Martin Ratio Rank of UNH is 5757
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ANSS vs. UNH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ANSYS, Inc. (ANSS) 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.


Sharpe ratio
The chart of Sharpe ratio for ANSS, currently valued at -0.04, compared to the broader market-2.000.002.00-0.040.21
The chart of Sortino ratio for ANSS, currently valued at 0.10, compared to the broader market-4.00-2.000.002.004.000.100.47
The chart of Omega ratio for ANSS, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.07
The chart of Calmar ratio for ANSS, currently valued at -0.04, compared to the broader market0.002.004.006.00-0.040.26
The chart of Martin ratio for ANSS, currently valued at -0.14, compared to the broader market-30.00-20.00-10.000.0010.0020.00-0.150.77
ANSS
UNH

The current ANSS Sharpe Ratio is -0.04, which is lower than the UNH Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of ANSS and UNH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.00AugustSeptemberOctoberNovemberDecember2025
-0.04
0.21
ANSS
UNH

Dividends

ANSS vs. UNH - Dividend Comparison

ANSS has not paid dividends to shareholders, while UNH's dividend yield for the trailing twelve months is around 1.51%.


TTM20242023202220212020201920182017201620152014
ANSS
ANSYS, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UNH
UnitedHealth Group Incorporated
1.51%1.62%1.74%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%

Drawdowns

ANSS vs. UNH - Drawdown Comparison

The maximum ANSS drawdown since its inception was -63.28%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for ANSS and UNH. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-16.57%
-12.75%
ANSS
UNH

Volatility

ANSS vs. UNH - Volatility Comparison

The current volatility for ANSYS, Inc. (ANSS) is 4.85%, while UnitedHealth Group Incorporated (UNH) has a volatility of 8.45%. This indicates that ANSS experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
4.85%
8.45%
ANSS
UNH

Financials

ANSS vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between ANSYS, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab