UNH vs. XYL
UNH (UnitedHealth Group Incorporated) and XYL (Xylem Inc.) are both stocks. UNH operates in Healthcare Plans (Healthcare), while XYL operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, UNH returned 13.32%/yr vs 10.54%/yr for XYL. At a 0.30 correlation, their price movements are largely independent.
Performance
UNH vs. XYL - Performance Comparison
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Returns By Period
In the year-to-date period, UNH achieves a 24.71% return, which is significantly higher than XYL's -18.57% return. Over the past 10 years, UNH has outperformed XYL with an annualized return of 13.32%, while XYL has yielded a comparatively lower 10.54% annualized return.
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%
XYL
- 1D
- 0.94%
- 1M
- 1.38%
- YTD
- -18.57%
- 6M
- -19.12%
- 1Y
- -12.41%
- 3Y*
- 1.00%
- 5Y*
- -0.21%
- 10Y*
- 10.54%
UNH vs. XYL - 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% |
XYL Xylem Inc. | -18.57% | 18.78% | 2.57% | 4.77% | -6.60% | 18.94% | 30.90% | 19.59% | -1.01% | 39.50% |
Correlation
The correlation between UNH and XYL is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2011 | 0.30 |
The correlation between UNH and XYL shifts across timeframes, from 0.11 (3 years) to 0.30 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UNH:
$371.75B
XYL:
$26.79B
UNH:
$13.23
XYL:
$4.02
UNH:
30.88
XYL:
27.36
UNH:
0.83
XYL:
3.85
UNH:
3.58
XYL:
2.44
UNH:
$449.71B
XYL:
$6.97B
UNH:
$84.55B
XYL:
$2.71B
UNH:
$22.99B
XYL:
$1.41B
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Return for Risk
UNH vs. XYL — Risk / Return Rank
UNH
XYL
UNH vs. XYL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and Xylem Inc. (XYL). 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 | XYL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 0.93 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | -0.41 | +1.52 |
| Martin ratioReturn relative to average drawdown | 2.43 | -0.92 | +3.34 |
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Drawdowns
UNH vs. XYL - Drawdown Comparison
The maximum UNH drawdown since its inception was -74.37%, which is greater than XYL's maximum drawdown of -46.69%. Use the drawdown chart below to compare losses from any high point for UNH and XYL.
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Drawdown Indicators
| UNH | XYL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.37% | -46.69% | -27.68% |
Max Drawdown (1Y)Largest decline over 1 year | -28.96% | -30.04% | +1.08% |
Max Drawdown (3Y)Largest decline over 3 years | -61.39% | -30.04% | -31.35% |
Max Drawdown (5Y)Largest decline over 5 years | -61.39% | -46.69% | -14.70% |
Max Drawdown (10Y)Largest decline over 10 years | -61.39% | -46.69% | -14.70% |
Current DrawdownCurrent decline from peak | -32.27% | -27.30% | -4.97% |
Average DrawdownAverage peak-to-trough decline | -14.77% | -10.40% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.19% | 13.54% | -0.35% |
Volatility
UNH vs. XYL - Volatility Comparison
UnitedHealth Group Incorporated (UNH) has a higher volatility of 7.60% compared to Xylem Inc. (XYL) at 6.01%. This indicates that UNH's price experiences larger fluctuations and is considered to be riskier than XYL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNH | XYL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 6.01% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 30.86% | 19.34% | +11.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.10% | 24.52% | +15.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.87% | 26.08% | +5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.18% | 27.30% | +2.88% |
Dividends
UNH vs. XYL - Dividend Comparison
UNH's dividend yield for the trailing twelve months is around 2.16%, more than XYL's 1.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
XYL Xylem Inc. | 1.51% | 1.17% | 1.24% | 1.15% | 1.09% | 0.93% | 1.02% | 1.22% | 1.26% | 1.06% | 1.25% | 1.54% |
Financials
UNH vs. XYL - Financials Comparison
This section allows you to compare key financial metrics between UnitedHealth Group Incorporated and Xylem Inc.. 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
UNH and XYL have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNH has higher volatility (7.60%) compared to XYL (6.01%). In terms of maximum drawdown, UNH dropped -74.37% vs XYL's -46.69%.
UNH currently has the higher Sharpe Ratio (0.80 vs -0.51), 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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