UnitedHealth Group (UNH): analysis and statistics
Return, volatility, Sharpe ratio and risk for UnitedHealth Group, a component of the S&P 500 in the Health Care. Data as of 2026-10-29.
| Last close price | $407.10 |
| Sector (GICS) | Health Care |
| Annualized return (3.0 yr) | -6.39% |
| Total return over period | -17.88% |
| Annualized volatility | 37.00% |
| Period volatility | 63.91% |
| Period T-bill | 12.40% |
| Sharpe ratio | -0.47 |
| Sortino ratio | -0.60 |
| Max drawdown | -61.39% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.91% |
| Correlation with the S&P 500 | 0.11 |
| Period range | $231.57 – $599.78 |
| Trading days analyzed | 752 |
Over the last 3.0 years, UnitedHealth Group (UNH) has posted an annualized return of -6.39% with annual volatility of 37.00%, a negative Sharpe ratio: over this period it did not beat the risk-free Treasury rate. Its worst stretch (max drawdown from a peak) was -61.39%. Its correlation with the S&P 500 is 0.11, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how UNH would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, UnitedHealth Group (UNH) is of the S&P 500.
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