CSV vs. UNH
Compare and contrast key facts about Carriage Services, Inc. (CSV) and UnitedHealth Group Incorporated (UNH).
Performance
CSV vs. UNH - Performance Comparison
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CSV vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 8.23% | 7.27% | 61.83% | -7.71% | -56.70% | 107.92% | 24.25% | 67.51% | -38.90% | -9.44% |
UNH UnitedHealth Group Incorporated | -17.39% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Fundamentals
CSV:
$718.09M
UNH:
$246.24B
CSV:
$3.29
UNH:
$15.62
CSV:
13.87
UNH:
17.32
CSV:
2.21
UNH:
0.55
CSV:
2.82
UNH:
2.46
CSV:
$322.03M
UNH:
$447.57B
CSV:
$146.59M
UNH:
$82.92B
CSV:
$116.52M
UNH:
$23.19B
Returns By Period
In the year-to-date period, CSV achieves a 8.23% return, which is significantly higher than UNH's -17.39% return. Both investments have delivered pretty close results over the past 10 years, with CSV having a 9.08% annualized return and UNH not far ahead at 9.39%.
CSV
- 1D
- 1.85%
- 1M
- -0.89%
- YTD
- 8.23%
- 6M
- 3.04%
- 1Y
- 19.07%
- 3Y*
- 15.96%
- 5Y*
- 6.17%
- 10Y*
- 9.08%
UNH
- 1D
- 3.36%
- 1M
- -7.02%
- YTD
- -17.39%
- 6M
- -20.50%
- 1Y
- -46.88%
- 3Y*
- -15.31%
- 5Y*
- -4.29%
- 10Y*
- 9.39%
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Return for Risk
CSV vs. UNH — Risk / Return Rank
CSV
UNH
CSV vs. UNH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carriage Services, Inc. (CSV) 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.
| CSV | UNH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | -0.92 | +1.73 |
Sortino ratioReturn per unit of downside risk | 1.31 | -1.15 | +2.46 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.81 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | -0.77 | +1.99 |
Martin ratioReturn relative to average drawdown | 2.36 | -1.02 | +3.38 |
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
| CSV | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | -0.92 | +1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | -0.14 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.32 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.60 | -0.51 |
Correlation
The correlation between CSV and UNH is 0.14, 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.
Dividends
CSV vs. UNH - Dividend Comparison
CSV's dividend yield for the trailing twelve months is around 0.99%, less than UNH's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSV Carriage Services, Inc. | 0.99% | 1.06% | 1.13% | 1.80% | 1.63% | 0.64% | 1.08% | 1.17% | 1.94% | 0.88% | 0.52% | 0.41% |
UNH UnitedHealth Group Incorporated | 3.27% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
Drawdowns
CSV vs. UNH - Drawdown Comparison
The maximum CSV drawdown since its inception was -95.90%, which is greater than UNH's maximum drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for CSV and UNH.
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Drawdown Indicators
| CSV | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.90% | -74.37% | -21.53% |
Max Drawdown (1Y)Largest decline over 1 year | -15.44% | -60.06% | +44.62% |
Max Drawdown (5Y)Largest decline over 5 years | -68.52% | -61.39% | -7.13% |
Max Drawdown (10Y)Largest decline over 10 years | -68.52% | -61.39% | -7.13% |
Current DrawdownCurrent decline from peak | -26.59% | -55.14% | +28.55% |
Average DrawdownAverage peak-to-trough decline | -51.57% | -14.63% | -36.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.00% | 45.40% | -37.40% |
Volatility
CSV vs. UNH - Volatility Comparison
The current volatility for Carriage Services, Inc. (CSV) is 7.01%, while UnitedHealth Group Incorporated (UNH) has a volatility of 7.72%. This indicates that CSV 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.
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Volatility by Period
| CSV | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 7.72% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 16.66% | 29.34% | -12.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.61% | 51.10% | -27.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.47% | 31.26% | +5.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.73% | 29.84% | +6.89% |
Financials
CSV vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Carriage Services, 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