AVTR vs. UNH
AVTR (Avantor, Inc.) and UNH (UnitedHealth Group Incorporated) are both stocks. AVTR operates in Specialty Chemicals (Basic Materials), while UNH operates in Healthcare Plans (Healthcare). Over the past 5 years, AVTR returned -21.79%/yr vs 1.42%/yr for UNH. At a 0.25 correlation, their price movements are largely independent.
Performance
AVTR vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, AVTR achieves a -20.07% return, which is significantly lower than UNH's 21.95% return.
AVTR
- 1D
- -3.78%
- 1M
- 8.66%
- YTD
- -20.07%
- 6M
- -16.19%
- 1Y
- -29.27%
- 3Y*
- -22.63%
- 5Y*
- -21.79%
- 10Y*
- —
UNH
- 1D
- 0.76%
- 1M
- 8.76%
- YTD
- 21.95%
- 6M
- 22.48%
- 1Y
- 38.84%
- 3Y*
- -4.57%
- 5Y*
- 1.42%
- 10Y*
- 13.14%
AVTR vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVTR Avantor, Inc. | -20.07% | -45.61% | -7.71% | 8.25% | -49.95% | 49.70% | 55.10% | 25.17% |
UNH UnitedHealth Group Incorporated | 21.95% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 23.38% |
Correlation
The correlation between AVTR and UNH is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since May 20, 2019 | 0.25 |
Fundamentals
AVTR:
-$1.08
UNH:
$13.23
AVTR:
0.94
UNH:
0.81
AVTR:
$4.97B
UNH:
$449.71B
AVTR:
$1.60B
UNH:
$84.55B
AVTR:
$10.60M
UNH:
$22.99B
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Return for Risk
AVTR vs. UNH — Risk / Return Rank
AVTR
UNH
AVTR vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantor, Inc. (AVTR) 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.
| AVTR | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.55 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.22 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 1.35 | -1.91 |
| Martin ratioReturn relative to average drawdown | -0.96 | 2.95 | -3.91 |
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
| AVTR | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.58 | 0.97 | -1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.55 | 0.04 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.15 | 0.64 | -0.78 |
Drawdowns
AVTR vs. UNH - Drawdown Comparison
The maximum AVTR drawdown since its inception was -83.16%, which is greater than UNH's maximum drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for AVTR and UNH.
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Drawdown Indicators
| AVTR | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.16% | -74.37% | -8.79% |
Max Drawdown (1Y)Largest decline over 1 year | -52.50% | -28.96% | -23.54% |
Max Drawdown (3Y)Largest decline over 3 years | -73.25% | -61.39% | -11.86% |
Max Drawdown (5Y)Largest decline over 5 years | -83.16% | -61.39% | -21.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.39% | — |
Current DrawdownCurrent decline from peak | -79.19% | -33.78% | -45.41% |
Average DrawdownAverage peak-to-trough decline | -36.22% | -14.76% | -21.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.48% | 13.19% | +17.29% |
Volatility
AVTR vs. UNH - Volatility Comparison
Avantor, Inc. (AVTR) has a higher volatility of 14.55% compared to UnitedHealth Group Incorporated (UNH) at 8.18%. This indicates that AVTR'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
| AVTR | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.55% | 8.18% | +6.37% |
Volatility (6M)Calculated over the trailing 6-month period | 31.08% | 30.89% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.04% | 40.16% | +10.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.60% | 31.86% | +7.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.17% | 30.18% | +12.99% |
Dividends
AVTR vs. UNH - Dividend Comparison
AVTR has not paid dividends to shareholders, while UNH's dividend yield for the trailing twelve months is around 2.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVTR Avantor, 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 | 2.21% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Financials
AVTR vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Avantor, 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AVTR and UNH have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVTR has higher volatility (14.55%) compared to UNH (8.18%). In terms of maximum drawdown, AVTR dropped -83.16% vs UNH's -74.37%.
UNH currently has the higher Sharpe Ratio (0.97 vs -0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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