WPC vs. UNH
Compare and contrast key facts about W. P. Carey Inc. (WPC) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPC or UNH.
Correlation
The correlation between WPC and UNH is 0.19, 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.
Performance
WPC vs. UNH - Performance Comparison
Key characteristics
WPC:
0.89
UNH:
0.69
WPC:
1.36
UNH:
1.07
WPC:
1.17
UNH:
1.15
WPC:
0.57
UNH:
0.77
WPC:
2.54
UNH:
1.86
WPC:
7.17%
UNH:
10.66%
WPC:
20.49%
UNH:
28.73%
WPC:
-52.45%
UNH:
-82.68%
WPC:
-17.04%
UNH:
-12.86%
Fundamentals
WPC:
$13.73B
UNH:
$478.58B
WPC:
$2.09
UNH:
$15.48
WPC:
29.99
UNH:
33.80
WPC:
0.00
UNH:
0.93
WPC:
$1.19B
UNH:
$297.84B
WPC:
$922.32M
UNH:
$63.75B
WPC:
$937.23M
UNH:
$21.97B
Returns By Period
In the year-to-date period, WPC achieves a 14.29% return, which is significantly higher than UNH's 7.29% return. Over the past 10 years, WPC has underperformed UNH with an annualized return of 5.10%, while UNH has yielded a comparatively higher 18.30% annualized return.
WPC
14.29%
-3.41%
3.74%
18.67%
10.89%
5.10%
UNH
7.29%
14.36%
-8.08%
19.43%
20.51%
18.30%
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Risk-Adjusted Performance
WPC vs. UNH — Risk-Adjusted Performance Rank
WPC
UNH
WPC vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) 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.
Dividends
WPC vs. UNH - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 5.73%, more than UNH's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 5.73% | 6.41% | 6.17% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.48% | 5.26% |
UNH UnitedHealth Group Incorporated | 1.55% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
WPC vs. UNH - Drawdown Comparison
The maximum WPC drawdown since its inception was -52.45%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for WPC and UNH. For additional features, visit the drawdowns tool.
Volatility
WPC vs. UNH - Volatility Comparison
W. P. Carey Inc. (WPC) and UnitedHealth Group Incorporated (UNH) have volatilities of 5.67% and 5.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WPC vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between W. P. Carey Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities