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UNH vs. SGLN.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UNH vs. SGLN.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UnitedHealth Group Incorporated (UNH) and iShares Physical Gold ETC (SGLN.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

UNH is traded in USD, while SGLN.L is traded in GBp. To make them comparable, the SGLN.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, UNH achieves a 24.12% return, which is significantly higher than SGLN.L's 0.50% return. Both investments have delivered pretty close results over the past 10 years, with UNH having a 13.15% annualized return and SGLN.L not far behind at 12.93%.


UNH

1D
1.78%
1M
7.00%
YTD
24.12%
6M
26.61%
1Y
37.87%
3Y*
-4.40%
5Y*
2.00%
10Y*
13.15%

SGLN.L

1D
0.00%
1M
-7.99%
YTD
0.50%
6M
3.21%
1Y
29.88%
3Y*
30.09%
5Y*
17.90%
10Y*
12.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UNH vs. SGLN.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UNH
UnitedHealth Group Incorporated
24.12%-33.14%-2.41%0.80%6.94%45.20%21.25%20.00%14.52%39.83%
SGLN.L
iShares Physical Gold ETC
0.49%65.25%26.06%12.89%-0.12%-3.71%23.60%19.23%-1.55%11.36%

Correlation

The correlation between UNH and SGLN.L is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.18

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Apr 8, 2011

0.03

The correlation between UNH and SGLN.L shifts across timeframes, from 0.03 (all time) to 0.18 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

UNH vs. SGLN.L — Risk / Return Rank

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

UNH
UNH Risk / Return Rank: 6868
Overall Rank
UNH Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
UNH Sortino Ratio Rank: 6565
Sortino Ratio Rank
UNH Omega Ratio Rank: 7070
Omega Ratio Rank
UNH Calmar Ratio Rank: 6767
Calmar Ratio Rank
UNH Martin Ratio Rank: 6666
Martin Ratio Rank

SGLN.L
SGLN.L Risk / Return Rank: 4040
Overall Rank
SGLN.L Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SGLN.L Sortino Ratio Rank: 3737
Sortino Ratio Rank
SGLN.L Omega Ratio Rank: 4747
Omega Ratio Rank
SGLN.L Calmar Ratio Rank: 3939
Calmar Ratio Rank
SGLN.L Martin Ratio Rank: 3434
Martin Ratio Rank
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. SGLN.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and iShares Physical Gold ETC (SGLN.L). 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.


UNHSGLN.LDifference
Sharpe ratioReturn per unit of total volatility

-0.27

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.22

1.23

-0.02

Calmar ratioReturn relative to maximum drawdown

1.31

1.61

-0.30

Martin ratioReturn relative to average drawdown

2.88

4.24

-1.37

UNH vs. SGLN.L - Sharpe Ratio Comparison

The current UNH Sharpe Ratio is 0.95, which is comparable to the SGLN.L Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of UNH and SGLN.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


UNHSGLN.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

1.22

-0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.79

-0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.69

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.18

+0.46

Drawdowns

UNH vs. SGLN.L - Drawdown Comparison

The maximum UNH drawdown since its inception was -74.37%, which is greater than SGLN.L's maximum drawdown of -56.74%. Use the drawdown chart below to compare losses from any high point for UNH and SGLN.L.


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Drawdown Indicators


UNHSGLN.LDifference

Max Drawdown

Largest peak-to-trough decline

-74.37%

-56.74%

-17.63%

Max Drawdown (1Y)

Largest decline over 1 year

-28.96%

-18.44%

-10.52%

Max Drawdown (3Y)

Largest decline over 3 years

-61.39%

-19.67%

-41.72%

Max Drawdown (5Y)

Largest decline over 5 years

-61.39%

-21.27%

-40.12%

Max Drawdown (10Y)

Largest decline over 10 years

-61.39%

-21.27%

-40.12%

Current Drawdown

Current decline from peak

-32.60%

-18.44%

-14.16%

Average Drawdown

Average peak-to-trough decline

-14.76%

-33.03%

+18.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.19%

7.02%

+6.17%

Volatility

UNH vs. SGLN.L - Volatility Comparison

UnitedHealth Group Incorporated (UNH) has a higher volatility of 8.29% compared to iShares Physical Gold ETC (SGLN.L) at 5.64%. This indicates that UNH's price experiences larger fluctuations and is considered to be riskier than SGLN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UNHSGLN.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.29%

5.64%

+2.65%

Volatility (6M)

Calculated over the trailing 6-month period

30.87%

21.23%

+9.64%

Volatility (1Y)

Calculated over the trailing 1-year period

40.17%

24.49%

+15.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.87%

22.63%

+9.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.19%

18.77%

+11.42%

Dividends

UNH vs. SGLN.L - Dividend Comparison

UNH's dividend yield for the trailing twelve months is around 2.17%, while SGLN.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SGLN.L
iShares Physical Gold ETC
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
2.17%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


UNH and SGLN.L have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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