Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNH (UnitedHealth Group Incorporated) | 21.95% | 38.84% | -5.25% | 1.69% | 13.04% | 17.02% | 12.86% | … | … |
Data as of 06/05/2026, Common starting date is 10/17/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNH (UnitedHealth Group Incorporated) | 10/17/1984 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.04 | 38.84 | -5.25 | 1.69 | 13.04 | 17.02 | 12.86 | … | … | 21.95 | -33.14 | -2.41 | 0.79 | 6.94 | 45.20 | 21.25 | 20.00 | 14.51 | 39.84 | 38.41 | 18.26 | 36.46 | 41.65 | 8.59 | 42.19 | 19.89 | 14.75 | -54.26 | 8.38 | -13.49 | 41.27 | 51.45 | 39.53 | 18.18 | 15.55 | 132.04 | 23.37 | -13.33 | 10.42 | -31.17 | 44.88 | 18.95 | 33.41 | 52.68 | 220.43 | 91.75 | 169.44 | 24.14 | -56.72 | -18.29 | 173.33 | -18.92 |
| Sharpe Ratio | NA | 0.70 | -0.24 | -0.07 | 0.36 | NA | NA | … | … | 0.88 | -0.73 | -0.22 | -0.14 | 0.23 | 2.37 | 0.43 | 0.74 | 0.57 | 2.77 | 2.03 | 0.72 | 1.94 | 2.01 | 0.41 | 1.36 | 0.77 | 0.29 | -0.79 | 0.26 | -0.64 | 1.89 | 2.05 | 1.54 | 0.53 | 0.43 | 3.02 | 0.38 | -0.31 | 0.16 | -0.70 | 1.10 | 0.46 | 0.66 | 1.25 | 4.63 | 1.56 | 3.34 | 0.36 | -0.69 | -0.49 | 3.17 | -2.52 |
| Standard Deviation(%) | NA | 40.80 | 38.11 | 32.70 | 30.65 | NA | NA | … | … | 47.19 | 49.61 | 27.44 | 21.12 | 24.35 | 19.06 | 48.32 | 25.20 | 23.12 | 14.22 | 18.84 | 25.39 | 18.75 | 20.73 | 21.15 | 31.06 | 25.72 | 50.80 | 69.81 | 20.16 | 26.50 | 20.64 | 24.68 | 25.24 | 31.96 | 30.96 | 42.29 | 53.31 | 54.11 | 42.12 | 49.40 | 37.15 | 34.35 | 47.32 | 39.87 | 46.45 | 54.87 | 48.94 | 53.01 | 88.29 | 46.48 | 53.02 | 28.05 |
| Draw Down(%) | NA | 28.96 | 61.39 | 61.39 | 61.39 | NA | NA | … | … | 26.73 | 60.06 | 22.05 | 14.90 | 16.91 | 11.15 | 35.90 | 19.72 | 18.65 | 4.86 | 7.15 | 12.62 | 8.88 | 10.97 | 15.37 | 21.23 | 20.33 | 45.48 | 71.97 | 18.50 | 33.05 | 9.10 | 11.75 | 13.86 | 23.83 | 19.85 | 24.25 | 42.47 | 56.96 | 28.23 | 53.99 | 30.05 | 24.94 | 36.96 | 25.61 | 21.33 | 33.67 | 18.03 | 30.95 | 69.01 | 51.18 | 35.42 | 21.05 |
| Yield(%) | 0.00 | 2.99 | 1.66 | 1.86 | 4.02 | 8.56 | 6.77 | … | … | 0.66 | 1.73 | 1.52 | 1.41 | 1.27 | 1.60 | 1.65 | 1.70 | 1.56 | 1.78 | 2.04 | 1.86 | 1.88 | 2.44 | 1.55 | 1.65 | 1.28 | 0.11 | 0.05 | 0.06 | 0.05 | 0.07 | 0.10 | 0.14 | 0.17 | 0.20 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/17/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNH (UnitedHealth Group Incorporated) |
-30.33%
Feb 2006 – Feb 2009 |
-11.29%
Jun 2005 – Jun 2010 |
7.51%
Nov 2005 – Nov 2015 |
9.37%
Sep 1994 – Sep 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNH (UnitedHealth Group Incorporated) |
154.87%
Dec 1988 – Dec 1991 |
106.29%
Nov 1988 – Nov 1993 |
51.98%
Jun 1988 – Jun 1998 |
43.47%
Nov 1988 – Nov 2003 |
Annualized Rolling Returns Comparison Chart