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UTHR vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

UTHR vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Therapeutics Corporation (UTHR) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UTHR achieves a 11.79% return, which is significantly higher than ^GSPC's 8.18% return. Over the past 10 years, UTHR has outperformed ^GSPC with an annualized return of 17.20%, while ^GSPC has yielded a comparatively lower 13.45% annualized return.


UTHR

1D
-0.94%
1M
-3.58%
YTD
11.79%
6M
13.59%
1Y
67.18%
3Y*
33.59%
5Y*
25.53%
10Y*
17.20%

^GSPC

1D
0.30%
1M
0.09%
YTD
8.18%
6M
8.17%
1Y
23.42%
3Y*
19.88%
5Y*
11.91%
10Y*
13.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UTHR vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UTHR
United Therapeutics Corporation
11.79%38.09%60.46%-20.93%28.70%42.35%72.33%-19.12%-26.39%3.15%
^GSPC
S&P 500 Index
8.18%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%

Correlation

The correlation between UTHR and ^GSPC is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

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

0.19

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

0.25

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

0.31

Correlation (All Time)
Calculated using the full available price history since Jun 18, 1999

0.37

Over the past year, the correlation between UTHR and ^GSPC has dropped to 0.12 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.

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Return for Risk

UTHR vs. ^GSPC — Risk / Return Rank

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

UTHR
UTHR Risk / Return Rank: 8686
Overall Rank
UTHR Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
UTHR Sortino Ratio Rank: 8787
Sortino Ratio Rank
UTHR Omega Ratio Rank: 8787
Omega Ratio Rank
UTHR Calmar Ratio Rank: 8989
Calmar Ratio Rank
UTHR Martin Ratio Rank: 8989
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 6868
Overall Rank
^GSPC Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 6565
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7171
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6565
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 7979
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.

UTHR vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United Therapeutics Corporation (UTHR) and S&P 500 Index (^GSPC). 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.


UTHR^GSPCDifference
Sharpe ratioReturn per unit of total volatility

-0.58

Sortino ratioReturn per unit of downside risk

+0.13

Omega ratioGain probability vs. loss probability

1.37

1.35

+0.02

Calmar ratioReturn relative to maximum drawdown

4.13

2.59

+1.54

Martin ratioReturn relative to average drawdown

10.54

11.84

-1.30

UTHR vs. ^GSPC - Sharpe Ratio Comparison

The current UTHR Sharpe Ratio is 1.36, which is comparable to the ^GSPC Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of UTHR and ^GSPC, 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


UTHR^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.36

1.94

-0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.71

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.75

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.47

-0.09

Drawdowns

UTHR vs. ^GSPC - Drawdown Comparison

The maximum UTHR drawdown since its inception was -93.18%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for UTHR and ^GSPC.


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Drawdown Indicators


UTHR^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-93.18%

-56.78%

-36.40%

Max Drawdown (1Y)

Largest decline over 1 year

-16.35%

-9.10%

-7.25%

Max Drawdown (3Y)

Largest decline over 3 years

-33.00%

-18.90%

-14.10%

Max Drawdown (5Y)

Largest decline over 5 years

-33.00%

-25.43%

-7.57%

Max Drawdown (10Y)

Largest decline over 10 years

-55.56%

-33.92%

-21.64%

Current Drawdown

Current decline from peak

-8.73%

-2.68%

-6.05%

Average Drawdown

Average peak-to-trough decline

-35.31%

-10.72%

-24.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.39%

1.98%

+4.41%

Volatility

UTHR vs. ^GSPC - Volatility Comparison

United Therapeutics Corporation (UTHR) has a higher volatility of 5.15% compared to S&P 500 Index (^GSPC) at 3.80%. This indicates that UTHR's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTHR^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.15%

3.80%

+1.35%

Volatility (6M)

Calculated over the trailing 6-month period

26.01%

9.41%

+16.60%

Volatility (1Y)

Calculated over the trailing 1-year period

49.84%

12.17%

+37.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.13%

16.94%

+18.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.07%

18.09%

+16.98%

Frequently Asked Questions


UTHR and ^GSPC have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UTHR has higher volatility (5.15%) compared to ^GSPC (3.80%). In terms of maximum drawdown, UTHR dropped -93.18% vs ^GSPC's -56.78%.

^GSPC currently has the higher Sharpe Ratio (1.94 vs 1.36), 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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