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FSV vs. UNH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between FSV and UNH is 0.16, 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

FSV vs. UNH - Performance Comparison

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

-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%AugustSeptemberOctoberNovemberDecember2025
15.27%
5.48%
FSV
UNH

Key characteristics

Sharpe Ratio

FSV:

0.57

UNH:

-0.03

Sortino Ratio

FSV:

0.99

UNH:

0.15

Omega Ratio

FSV:

1.11

UNH:

1.02

Calmar Ratio

FSV:

0.38

UNH:

-0.03

Martin Ratio

FSV:

1.61

UNH:

-0.09

Ulcer Index

FSV:

6.71%

UNH:

8.26%

Daily Std Dev

FSV:

19.08%

UNH:

27.27%

Max Drawdown

FSV:

-47.45%

UNH:

-82.68%

Current Drawdown

FSV:

-10.45%

UNH:

-15.79%

Fundamentals

Market Cap

FSV:

$8.04B

UNH:

$465.53B

EPS

FSV:

$2.40

UNH:

$15.38

PE Ratio

FSV:

74.17

UNH:

32.89

PEG Ratio

FSV:

2.17

UNH:

1.40

Total Revenue (TTM)

FSV:

$3.86B

UNH:

$297.46B

Gross Profit (TTM)

FSV:

$1.15B

UNH:

$66.08B

EBITDA (TTM)

FSV:

$357.11M

UNH:

$19.24B

Returns By Period

In the year-to-date period, FSV achieves a -1.95% return, which is significantly lower than UNH's 3.69% return.


FSV

YTD

-1.95%

1M

-7.35%

6M

15.27%

1Y

11.15%

5Y*

13.42%

10Y*

N/A

UNH

YTD

3.69%

1M

-6.44%

6M

5.48%

1Y

-1.05%

5Y*

13.90%

10Y*

19.44%

*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

FSV vs. UNH — Risk-Adjusted Performance Rank

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

FSV
The Risk-Adjusted Performance Rank of FSV is 6363
Overall Rank
The Sharpe Ratio Rank of FSV is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of FSV is 6161
Sortino Ratio Rank
The Omega Ratio Rank of FSV is 5757
Omega Ratio Rank
The Calmar Ratio Rank of FSV is 6565
Calmar Ratio Rank
The Martin Ratio Rank of FSV is 6565
Martin Ratio Rank

UNH
The Risk-Adjusted Performance Rank of UNH is 4444
Overall Rank
The Sharpe Ratio Rank of UNH is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of UNH is 3939
Sortino Ratio Rank
The Omega Ratio Rank of UNH is 3939
Omega Ratio Rank
The Calmar Ratio Rank of UNH is 4646
Calmar Ratio Rank
The Martin Ratio Rank of UNH is 4747
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.

FSV vs. UNH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for FirstService Corporation (FSV) 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 FSV, currently valued at 0.57, compared to the broader market-4.00-2.000.002.000.57-0.03
The chart of Sortino ratio for FSV, currently valued at 0.99, compared to the broader market-4.00-2.000.002.004.000.990.15
The chart of Omega ratio for FSV, currently valued at 1.11, compared to the broader market0.501.001.502.001.111.02
The chart of Calmar ratio for FSV, currently valued at 0.38, compared to the broader market0.002.004.006.000.38-0.03
The chart of Martin ratio for FSV, currently valued at 1.61, compared to the broader market-10.000.0010.0020.001.61-0.09
FSV
UNH

The current FSV Sharpe Ratio is 0.57, which is higher than the UNH Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of FSV 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 Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
0.57
-0.03
FSV
UNH

Dividends

FSV vs. UNH - Dividend Comparison

FSV's dividend yield for the trailing twelve months is around 0.56%, less than UNH's 1.56% yield.


TTM20242023202220212020201920182017201620152014
FSV
FirstService Corporation
0.56%0.55%0.56%0.66%0.37%0.48%0.64%0.79%0.70%0.93%0.74%0.00%
UNH
UnitedHealth Group Incorporated
1.56%1.62%1.38%1.21%1.12%1.38%1.41%1.38%1.30%1.48%1.59%1.39%

Drawdowns

FSV vs. UNH - Drawdown Comparison

The maximum FSV drawdown since its inception was -47.45%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for FSV and UNH. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-10.45%
-15.79%
FSV
UNH

Volatility

FSV vs. UNH - Volatility Comparison

The current volatility for FirstService Corporation (FSV) is 4.08%, while UnitedHealth Group Incorporated (UNH) has a volatility of 10.44%. This indicates that FSV 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
4.08%
10.44%
FSV
UNH

Financials

FSV vs. UNH - Financials Comparison

This section allows you to compare key financial metrics between FirstService Corporation 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
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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.

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