Performance analysis of Unitedhealth Group (UNH)
Annual Return
Over the past 3 years, UNH has had an average annual return of -4.02%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, UNH has had an average annual return of +2.12%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, UNH has had an average annual return of +13.28%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, UNH has had an average annual return of +18.05%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +29.42% | -33.11% | -2.41% | +0.79% | +6.95% | +45.21% | +21.20% | +19.99% | +14.52% | +39.82% | +38.41% | +18.26% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +36.46% | +41.03% | +8.59% | +42.19% | +19.89% | +14.75% | -54.22% | +8.38% | -13.49% | +41.22% | +51.38% | +39.40% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +18.04% | +15.36% | +131.22% | +1.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -13.08% | +2.21% | -7.02% | +36.92% | +2.65% | +9.90% | +1.42% | +29.42% | |||||
| 2025 | +7.24% | -12.45% | +10.75% | -21.44% | -26.62% | +4.07% | -20.01% | +24.17% | +12.14% | -1.08% | -3.45% | +0.79% | -33.11% |
| 2024 | -2.80% | -3.54% | +0.62% | -2.22% | +2.41% | +3.25% | +13.14% | +2.44% | -0.58% | -3.45% | +8.10% | -16.79% | -2.41% |
| 2023 | -5.85% | -4.66% | -0.35% | +4.13% | -0.99% | -0.96% | +5.35% | -5.88% | +6.21% | +6.22% | +3.25% | -4.47% | +0.79% |
| 2022 | -5.89% | +0.70% | +7.49% | -0.28% | -2.31% | +3.77% | +5.59% | -4.24% | -2.45% | +9.92% | -1.33% | -2.91% | +6.95% |
| 2021 | -4.88% | -0.41% | +12.39% | +7.18% | +3.29% | -2.43% | +2.94% | +0.98% | -5.80% | +17.85% | -3.53% | +13.40% | +45.21% |
| 2020 | -7.32% | -6.42% | -1.80% | +17.28% | +4.23% | -2.83% | +2.65% | +3.23% | +0.16% | -2.13% | +10.22% | +4.64% | +21.20% |
| 2019 | +8.46% | -10.36% | +2.47% | -5.74% | +3.75% | +1.36% | +2.05% | -6.03% | -6.70% | +16.28% | +10.75% | +5.45% | +19.99% |
| 2018 | +7.40% | -4.49% | -5.06% | +10.47% | +2.16% | +1.94% | +3.21% | +6.02% | -0.57% | -1.76% | +8% | -11.46% | +14.52% |
| 2017 | +1.29% | +2.02% | -0.46% | +6.63% | +0.17% | +6.29% | +3.45% | +3.70% | -1.16% | +7.34% | +8.90% | -3.38% | +39.82% |
Drawdown analysis of Unitedhealth Group (UNH)
The maximum drawdown for the UNH was -74.37%, occurring on Nov 20, 2008. Recovery took 1095 trading sessions.
The current UNH drawdown is -29.70%.
Since Nov 1, 1999 UNH has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 26 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.37% | Dec 21, 2005 | 734 | Nov 20, 2008 | 1095 | Apr 2, 2013 | 1829 |
| -61.39% | Nov 11, 2024 | 179 | Aug 1, 2025 | Ongoing | Ongoing | Ongoing |
| -35.92% | Feb 19, 2020 | 23 | Mar 23, 2020 | 47 | May 29, 2020 | 70 |
| -24.27% | Feb 17, 2000 | 13 | Mar 8, 2000 | 23 | Apr 10, 2000 | 36 |
| -23.98% | Dec 3, 2018 | 92 | Apr 17, 2019 | 166 | Dec 12, 2019 | 258 |
| -23.85% | Oct 23, 2002 | 23 | Nov 25, 2002 | 135 | Jun 11, 2003 | 158 |
| -19.99% | Nov 30, 2023 | 91 | Apr 12, 2024 | 64 | Jul 16, 2024 | 155 |
| -19.85% | May 1, 2001 | 16 | May 23, 2001 | 38 | Jul 18, 2001 | 54 |
| -18.48% | Oct 31, 2022 | 174 | Jul 13, 2023 | 98 | Nov 30, 2023 | 272 |
| -17.50% | Dec 28, 2000 | 14 | Jan 19, 2001 | 66 | Apr 25, 2001 | 80 |
| -16.91% | Apr 20, 2022 | 41 | Jun 17, 2022 | 39 | Aug 15, 2022 | 80 |
| -15.58% | Jun 19, 2002 | 32 | Aug 5, 2002 | 51 | Oct 16, 2002 | 83 |
| -15.18% | Nov 18, 1999 | 21 | Dec 20, 1999 | 13 | Jan 7, 2000 | 34 |
| -14.78% | Jul 6, 2000 | 14 | Jul 26, 2000 | 12 | Aug 11, 2000 | 26 |
| -14.70% | Jan 13, 2000 | 10 | Jan 28, 2000 | 14 | Feb 17, 2000 | 24 |
| -14.17% | Jan 26, 2018 | 39 | Mar 23, 2018 | 40 | May 21, 2018 | 79 |
| -13.86% | Oct 21, 2003 | 13 | Nov 7, 2003 | 27 | Dec 17, 2003 | 40 |
| -13.43% | Aug 29, 2001 | 12 | Sep 21, 2001 | 42 | Nov 20, 2001 | 54 |
| -12.96% | Jul 29, 2003 | 41 | Sep 25, 2003 | 18 | Oct 21, 2003 | 59 |
| -12.62% | Jul 15, 2015 | 29 | Aug 25, 2015 | 137 | Mar 11, 2016 | 166 |
| -11.79% | Apr 24, 2000 | 7 | May 3, 2000 | 7 | May 12, 2000 | 14 |
| -11.75% | Apr 12, 2004 | 58 | Jul 6, 2004 | 44 | Sep 7, 2004 | 102 |
| -11.20% | Oct 7, 2004 | 8 | Oct 19, 2004 | 11 | Nov 3, 2004 | 19 |
| -11.15% | Jan 7, 2021 | 21 | Feb 8, 2021 | 28 | Mar 19, 2021 | 49 |
| -10.97% | Oct 16, 2013 | 8 | Oct 28, 2013 | 44 | Dec 31, 2013 | 52 |