UnitedHealth Group Inc
Provider: Exchange
| Annualised Return | 11.51% |
| Realised Volatility | 26.86% |
| Downside Volatility | 21.55% |
| Max Drawdown | -66.21% |
| Winning months | 59.65% |
| Sharpe Ratio | 0.43 |
| Sortino Ratio | 0.53 |
| Calmar Ratio | 0.17 |
| Viking Ratio | 0.09 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.24% | -12.45% | 10.74% | -21.44% | -26.62% | 4.07% | -20.01% | 24.17% | 12.14% | -1.08% | -3.45% | -1.59% | -34.7% |
| 2024 | -2.8% | -3.54% | 0.62% | -2.22% | 2.41% | 3.24% | 13.14% | 2.44% | -0.58% | -3.45% | 8.1% | -16.78% | -2.41% |
| 2023 | -5.85% | -4.66% | -0.35% | 4.13% | -0.99% | -0.95% | 5.35% | -5.88% | 6.21% | 6.22% | 3.25% | -4.47% | 0.8% |
| 2022 | -5.89% | 0.7% | 7.48% | -0.28% | -2.31% | 3.76% | 5.59% | -4.24% | -2.45% | 9.92% | -1.33% | -2.91% | 6.94% |
| 2021 | -4.88% | -0.41% | 12.39% | 7.18% | 3.29% | -2.43% | 2.94% | 0.98% | -5.8% | 17.85% | -3.53% | 13.41% | 45.2% |
| 2020 | -7.32% | -6.42% | -1.76% | 17.28% | 4.23% | -2.83% | 2.65% | 3.23% | 0.16% | -2.13% | 10.22% | 4.64% | 21.25% |
| 2019 | 8.46% | -10.36% | 2.47% | -5.74% | 3.75% | 1.36% | 2.05% | -6.03% | -6.69% | 16.28% | 10.75% | 5.45% | 20% |
| 2018 | 7.4% | -4.49% | -5.06% | 10.47% | 2.16% | 1.95% | 3.21% | 6.02% | -0.57% | -1.76% | 8% | -11.46% | 14.52% |
| 2017 | 1.29% | 2.02% | -0.46% | 6.63% | 0.17% | 6.28% | 3.45% | 3.7% | -1.16% | 7.34% | 8.91% | -3.38% | 39.83% |
| 2016 | -2.11% | 3.42% | 8.67% | 2.16% | 1.51% | 6.11% | 1.42% | -4.99% | 3.38% | 0.95% | 12.47% | 1.09% | 38.41% |
| 2015 | 5.1% | 6.95% | 4.45% | -5.82% | 7.91% | 1.92% | -0.49% | -4.7% | 0.7% | 1.53% | -4.3% | 4.82% | 18.27% |
| 2014 | -4.01% | 6.9% | 6.49% | -8.48% | 6.12% | 3.14% | -0.86% | 6.95% | -0.07% | 10.16% | 3.81% | 2.88% | 36.46% |
| 2013 | 1.79% | -3.19% | 7.45% | 4.75% | 4.51% | 5.01% | 11.26% | -1.52% | 0.19% | -4.68% | 9.11% | 1.49% | 41.04% |
| 2012 | 2.19% | 7.65% | 6.03% | -4.73% | -0.68% | 5.28% | -12.67% | 6.28% | 2.46% | 1.06% | -2.88% | 0.12% | 8.6% |
| 2011 | 13.68% | 3.73% | 6.46% | 8.92% | -0.57% | 5.72% | -3.78% | -4.25% | -2.61% | 4.05% | 1.63% | 4.27% | 42.18% |
| 2010 | 8.27% | 2.61% | -3.51% | -7.14% | -4.09% | -1.89% | 7.22% | 4.17% | 11.1% | 2.68% | 1.3% | -0.8% | 19.91% |
| 2009 | 6.5% | -30.64% | 6.67% | 12.37% | 13.1% | -6.09% | 12.33% | -0.21% | -10.57% | 3.63% | 10.48% | 6.31% | 14.75% |
| 2008 | -12.65% | -8.58% | -26.01% | -5.03% | 4.84% | -23.27% | 6.97% | 8.44% | -16.62% | -6.54% | -11.46% | 26.61% | -54.26% |
| 2007 | -1.24% | -0.15% | 1.57% | 0.17% | 3.22% | -6.63% | -5.3% | 3.26% | -3.16% | 1.49% | 11.9% | 5.82% | 10.05% |