UNH vs. FADTX

Last updated Jun 13, 2026

UNH (UnitedHealth Group Incorporated) is a stock, while FADTX (Fidelity Advisor Technology Fund Class A) is Technology Equities fund managed by Fidelity. At a 0.28 correlation, their price movements are largely independent.

Performance

UNH vs. FADTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UnitedHealth Group Incorporated (UNH) and Fidelity Advisor Technology Fund Class A (FADTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

UNH

• 1D: 0.73%
• 1M: 1.83%
• YTD: 24.71%
• 6M: 20.44%
• 1Y: 31.88%
• 3Y*: -4.10%
• 5Y*: 2.27%
• 10Y*: 13.32%

FADTX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

UNH vs. FADTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UNH UnitedHealth Group Incorporated	24.71%	-33.14%	-2.41%	0.80%	6.94%	45.20%	21.25%	20.00%	14.52%	39.83%
FADTX Fidelity Advisor Technology Fund Class A	0.00%	24.35%	35.02%	59.29%	-36.17%	27.26%	63.93%	50.57%	-8.52%	49.42%

Correlation

The correlation between UNH and FADTX is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.04
Correlation (3Y) Calculated over the trailing 3-year period	-0.03
Correlation (5Y) Calculated over the trailing 5-year period	0.12
Correlation (10Y) Calculated over the trailing 10-year period	0.23
Correlation (All Time) Calculated using the full available price history since Aug 30, 1996	0.28

Over the past year, the correlation between UNH and FADTX has dropped to 0.04 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.

Return for Risk

UNH vs. FADTX — Risk / Return Rank

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

UNH

UNH Risk / Return Rank: 66
UNH Sharpe Ratio Rank: 69
UNH Sortino Ratio Rank: 62
UNH Omega Ratio Rank: 67
UNH Calmar Ratio Rank: 65
UNH Martin Ratio Rank: 65

FADTX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UNH vs. FADTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Fidelity Advisor Technology Fund Class A (FADTX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	UNH	FADTX	Difference
Sharpe ratio: Return per unit of total volatility	0.80	—	—
Sortino ratio: Return per unit of downside risk	1.26	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.11	—	—
Martin ratio: Return relative to average drawdown	2.43	—	—

Drawdowns

Drawdown Indicators

	UNH	FADTX	Difference
Max Drawdown Largest peak-to-trough decline	-74.37%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-28.96%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-61.39%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-61.39%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-61.39%	—	—
Current Drawdown Current decline from peak	-32.27%	—	—
Average Drawdown Average peak-to-trough decline	-14.77%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	13.19%	—	—

Volatility

Volatility by Period

	UNH	FADTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.60%	—	—
Volatility (6M) Calculated over the trailing 6-month period	30.86%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	40.10%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.87%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.18%	—	—

Dividends

UNH vs. FADTX - Dividend Comparison

UNH's dividend yield for the trailing twelve months is around 2.16%, while FADTX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FADTX Fidelity Advisor Technology Fund Class A	11.13%	11.13%	8.01%	3.94%	3.72%	12.63%	7.85%	2.52%	23.98%	8.23%	1.63%	4.55%
UNH UnitedHealth Group Incorporated	2.16%	2.64%	1.62%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%

Frequently Asked Questions

Can I hold both UNH and FADTX in my portfolio?

UNH and FADTX have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.