WPC vs. UNH
WPC (W. P. Carey Inc.) and UNH (UnitedHealth Group Incorporated) are both stocks. WPC operates in REIT - Diversified (Real Estate), while UNH operates in Healthcare Plans (Healthcare). Over the past 10 years, WPC returned 7.95%/yr vs 12.95%/yr for UNH. At a 0.18 correlation, their price movements are largely independent.
Performance
WPC vs. UNH - Performance Comparison
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Returns By Period
In the year-to-date period, WPC achieves a 16.54% return, which is significantly lower than UNH's 21.04% return. Over the past 10 years, WPC has underperformed UNH with an annualized return of 7.95%, while UNH has yielded a comparatively higher 12.95% annualized return.
WPC
- 1D
- 0.54%
- 1M
- 1.09%
- YTD
- 16.54%
- 6M
- 13.87%
- 1Y
- 26.12%
- 3Y*
- 9.47%
- 5Y*
- 5.68%
- 10Y*
- 7.95%
UNH
- 1D
- 5.16%
- 1M
- 8.96%
- YTD
- 21.04%
- 6M
- 20.61%
- 1Y
- 35.71%
- 3Y*
- -5.49%
- 5Y*
- 1.26%
- 10Y*
- 12.95%
WPC vs. UNH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 16.54% | 24.99% | -10.59% | -7.93% | 0.47% | 22.88% | -5.99% | 28.84% | 1.08% | 25.68% |
UNH UnitedHealth Group Incorporated | 21.04% | -33.14% | -2.41% | 0.80% | 6.94% | 45.20% | 21.25% | 20.00% | 14.52% | 39.83% |
Correlation
The correlation between WPC and UNH is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jan 22, 1998 | 0.18 |
The correlation between WPC and UNH shifts across timeframes, from 0.05 (1 year) to 0.22 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
WPC:
$16.40B
UNH:
$360.79B
WPC:
$2.34
UNH:
$13.23
WPC:
31.66
UNH:
29.97
WPC:
10.68
UNH:
0.80
WPC:
1.96
UNH:
3.47
WPC:
$1.53B
UNH:
$449.71B
WPC:
$942.27M
UNH:
$84.55B
WPC:
$1.21B
UNH:
$22.99B
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Return for Risk
WPC vs. UNH — Risk / Return Rank
WPC
UNH
WPC vs. UNH - Risk-Adjusted Trends 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.
| WPC | UNH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.74 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 1.24 | +1.46 |
| Martin ratioReturn relative to average drawdown | 8.24 | 2.72 | +5.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WPC | UNH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 0.89 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.04 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.43 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.64 | -0.18 |
Drawdowns
WPC vs. UNH - Drawdown Comparison
The maximum WPC drawdown since its inception was -52.45%, smaller than the maximum UNH drawdown of -74.37%. Use the drawdown chart below to compare losses from any high point for WPC and UNH.
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Drawdown Indicators
| WPC | UNH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.45% | -74.37% | +21.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -28.96% | +19.25% |
Max Drawdown (3Y)Largest decline over 3 years | -27.07% | -61.39% | +34.32% |
Max Drawdown (5Y)Largest decline over 5 years | -36.81% | -61.39% | +24.58% |
Max Drawdown (10Y)Largest decline over 10 years | -52.45% | -61.39% | +8.94% |
Current DrawdownCurrent decline from peak | -1.37% | -34.27% | +32.90% |
Average DrawdownAverage peak-to-trough decline | -10.27% | -14.76% | +4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 13.19% | -10.01% |
Volatility
WPC vs. UNH - Volatility Comparison
The current volatility for W. P. Carey Inc. (WPC) is 3.94%, while UnitedHealth Group Incorporated (UNH) has a volatility of 8.19%. This indicates that WPC experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPC | UNH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 8.19% | -4.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 31.20% | -19.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.08% | 40.16% | -24.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 31.87% | -11.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.78% | 30.18% | -4.40% |
Dividends
WPC vs. UNH - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 4.95%, more than UNH's 2.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH UnitedHealth Group Incorporated | 2.23% | 2.64% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% |
WPC W. P. Carey Inc. | 4.95% | 5.62% | 6.41% | 7.93% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 7.26% | 6.65% | 6.48% |
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
Frequently Asked Questions
WPC and UNH have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNH has higher volatility (8.19%) compared to WPC (3.94%). In terms of maximum drawdown, WPC dropped -52.45% vs UNH's -74.37%.
WPC currently has the higher Sharpe Ratio (1.63 vs 0.89), 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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