UnitedHealth Group Incorporated (UNH) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$8,960
Total Return
-10.40%
CAGR
-2.17%
Dividends
$1,019.86
Yield on Cost
10.20%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.02% |
| Median | +0.28% |
| Best | +38.67% |
| Worst | -52.99% |
| % of Windows Positive | 51.3% |
1-Year (252 Trading Days)
| Average | -3.18% |
| Median | +2.01% |
| Best | +43.63% |
| Worst | -57.89% |
| % of Windows Positive | 56.0% |
3-Year (756 Trading Days)
| Average | -3.59% |
| Median | +0.22% |
| Best | +56.97% |
| Worst | -53.52% |
| % of Windows Positive | 50.1% |
Risk Metrics
| Maximum Drawdown | -61.51% |
| Average Drawdown | -15.19% |
| Drawdown Duration | 354 Trading Days (Unrecovered) |
| Sortino Ratio | 0.12 |
| Calmar Ratio | -0.04 |
| CVaR (5%) | -4.79% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -4.23% (-14.10% ann.) | $423.37 | $66.95 | $13.39 | $0.11 |
| 2025 | -33.44% | $3344.45 | $173.76 | $34.75 | $0.28 |
| 2024 | -2.72% | $271.65 | $156.14 | $31.23 | $0.25 |
| 2023 | +0.49% | +$49.21 | $138.15 | $27.63 | $0.22 |
| 2022 | +6.67% | +$667.11 | $127.96 | $25.59 | $0.20 |
| 2021 | +44.80% | +$4480.36 | $160.40 | $32.08 | $0.26 |
| 2020 | +20.82% | +$2081.63 | $165.14 | $33.03 | $0.26 |
| 2019 | +19.59% | +$1958.60 | $167.05 | $33.41 | $0.27 |
| 2018 | +14.21% | +$1421.29 | $157.16 | $31.43 | $0.25 |
| 2017 | +39.40% | +$3940.49 | $180.51 | $36.10 | $0.29 |
| 2016 | +37.93% | +$3792.66 | $203.00 | $40.60 | $0.32 |
| 2015 | +17.88% | +$1787.58 | $186.38 | $37.28 | $0.30 |
| 2014 | +36.01% | +$3601.04 | $187.57 | $37.51 | $0.30 |
| 2013 | +40.59% | +$4058.50 | $194.95 | $38.99 | $0.31 |
| 2012 | +8.27% | +$827.48 | $158.92 | $31.78 | $0.25 |
| 2011 | +41.82% | +$4181.91 | $170.71 | $34.14 | $0.27 |
| 2010 | +19.60% | +$1960.46 | $133.35 | $26.67 | $0.21 |
| 2009 | +14.72% | +$1471.76 | $11.28 | $2.26 | $0.02 |
| 2008 | -54.26% | $5426.37 | $5.15 | $1.03 | $0.0082 |
| 2007 | +8.37% | +$836.85 | $5.58 | $1.12 | $0.0089 |
| 2006 | -13.50% | $1349.71 | $4.83 | $0.97 | $0.0077 |
| 2005 | +41.21% | +$4121.45 | $3.41 | $0.68 | $0.0055 |
| 2004 | +51.36% | +$5136.32 | $5.16 | $1.03 | $0.0083 |
| 2003 | +39.39% | +$3938.95 | $3.59 | $0.72 | $0.0057 |
| 2002 | +18.03% | +$1802.53 | $4.24 | $0.85 | $0.0068 |
| 2001 | +15.36% | +$1535.53 | $4.89 | $0.98 | $0.0078 |
| 2000 | +131.16% | +$13115.55 | $5.65 | $1.13 | $0.0091 |
| 1999 | +23.38% | +$2338.23 | $1.86 | $0.37 | $0.0029 |
| 1998 | -13.30% | $1330.15 | $6.04 | $1.21 | $0.0097 |
| 1997 | +10.47% | +$1047.09 | $6.67 | $1.33 | $0.01 |
| 1996 | -31.16% | $3115.95 | $1.22 | $0.24 | $0.0019 |
| 1995 | +44.95% | +$4494.67 | $6.65 | $1.33 | $0.01 |
| 1994 | +19.01% | +$1900.62 | $7.91 | $1.58 | $0.01 |
| 1993 | +33.42% | +$3342.26 | $1.23 | $0.25 | $0.0020 |
| 1992 | +52.73% | +$5273.13 | $4.03 | $0.81 | $0.0062 |
| 1991 | +220.47% | +$22046.71 | $3.01 | $0.60 | $0.0040 |
| 1990 | +91.82% | +$9181.55 | $5.78 | $1.16 | $0.0076 |
| 1989 | +169.44% | +$16944.42 | $0.00 | $0.00 | $0.00 |
| 1988 | +24.14% | +$2413.83 | $0.00 | $0.00 | $0.00 |
| 1987 | -56.72% | $5671.66 | $0.00 | $0.00 | $0.00 |
| 1986 | -18.29% | $1829.27 | $0.00 | $0.00 | $0.00 |
| 1985 | +173.33% | +$17333.25 | $0.00 | $0.00 | $0.00 |
| 1984 partial | -18.92% (-63.99% ann.) | $1891.84 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +23.47% | +4.70% | +$2346.68 | $18.43 | $3.69 | $0.03 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +263.88% | +65.18% | +$26388.40 | $29.98 | $6.00 | $0.05 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +110.79% | +16.09% | +$11078.62 | $42.34 | $8.47 | $0.07 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -63.91% | -51.39% | $6391.16 | $6.08 | $1.22 | $0.0097 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +179.03% | +35.52% | +$17902.85 | $748.04 | $149.61 | $1.20 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +545.18% | +27.94% | +$54517.58 | $3589.19 | $717.84 | $5.74 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -35.30% | -99.31% | $3530.02 | $35.75 | $7.15 | $0.06 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +59.15% | +111.20% | +$5914.69 | $113.93 | $22.79 | $0.18 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +30.63% | +28.86% | +$3063.38 | $154.98 | $31.00 | $0.25 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +22.98% | +24.56% | +$2297.76 | $140.13 | $28.03 | $0.22 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +8.77% | +4.64% | +$876.68 | $278.98 | $55.80 | $0.45 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -44.31% | -31.14% | $4430.59 | $226.93 | $45.39 | $0.36 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1990-08-27 | $0.0002 | 0.04% |
| 1991-05-24 | $0.0002 | 0.01% |
| 1992-04-10 | $0.0009 | 0.04% |
| 1993-03-26 | $0.0004 | 0.02% |
| 1994-03-25 | $0.0037 | 0.06% |
| 1995-03-28 | $0.0037 | 0.06% |
| 1996-04-01 | $0.0010 | 0.01% |
| 1997-04-01 | $0.0037 | 0.06% |
| 1998-03-30 | $0.0037 | 0.05% |
| 1999-03-30 | $0.0010 | 0.02% |
| 2000-03-30 | $0.0037 | 0.05% |
| 2001-03-29 | $0.0075 | 0.05% |
| 2002-03-27 | $0.0075 | 0.04% |
| 2003-03-28 | $0.0075 | 0.03% |
| 2004-03-30 | $0.0150 | 0.05% |
| 2005-03-30 | $0.0150 | 0.03% |
| 2006-03-30 | $0.0300 | 0.05% |
| 2007-03-29 | $0.0300 | 0.05% |
| 2008-03-31 | $0.0300 | 0.09% |
| 2009-03-31 | $0.0300 | 0.15% |
| 2010-04-01 | $0.0300 | 0.09% |
| 2010-06-03 | $0.1250 | 0.42% |
| 2010-09-10 | $0.1250 | 0.37% |
| 2010-12-03 | $0.1250 | 0.33% |
| 2011-03-03 | $0.1250 | 0.29% |
| 2011-06-03 | $0.1630 | 0.33% |
| 2011-09-02 | $0.1630 | 0.35% |
| 2011-12-05 | $0.1630 | 0.34% |
| 2012-03-01 | $0.1630 | 0.29% |
| 2012-06-13 | $0.2130 | 0.37% |
| 2012-09-12 | $0.2130 | 0.40% |
| 2012-12-07 | $0.2130 | 0.40% |
| 2013-03-13 | $0.2120 | 0.39% |
| 2013-06-13 | $0.2800 | 0.44% |
| 2013-09-11 | $0.2800 | 0.38% |
| 2013-12-04 | $0.2800 | 0.38% |
| 2014-03-12 | $0.2800 | 0.36% |
| 2014-06-12 | $0.3750 | 0.47% |
| 2014-09-10 | $0.3750 | 0.42% |
| 2014-12-03 | $0.3750 | 0.38% |
| 2015-03-11 | $0.3750 | 0.33% |
| 2015-06-11 | $0.5000 | 0.42% |
| 2015-09-09 | $0.5000 | 0.43% |
| 2015-12-02 | $0.5000 | 0.43% |
| 2016-03-09 | $0.5000 | 0.41% |
| 2016-06-15 | $0.6250 | 0.45% |
| 2016-09-07 | $0.6250 | 0.46% |
| 2016-11-30 | $0.6250 | 0.40% |
| 2017-03-08 | $0.6250 | 0.37% |
| 2017-06-15 | $0.7500 | 0.41% |
| 2017-09-07 | $0.7500 | 0.38% |
| 2017-11-30 | $0.7500 | 0.34% |
| 2018-03-08 | $0.7500 | 0.33% |
| 2018-06-15 | $0.9000 | 0.35% |
| 2018-09-06 | $0.9000 | 0.34% |
| 2018-11-30 | $0.9000 | 0.32% |
| 2019-03-08 | $0.9000 | 0.38% |
| 2019-06-14 | $1.0800 | 0.44% |
| 2019-09-13 | $1.0800 | 0.47% |
| 2019-12-06 | $1.0800 | 0.38% |
| 2020-03-13 | $1.0800 | 0.43% |
| 2020-06-19 | $1.2500 | 0.43% |
| 2020-09-11 | $1.2500 | 0.41% |
| 2020-12-04 | $1.2500 | 0.36% |
| 2021-03-12 | $1.2500 | 0.35% |
| 2021-06-18 | $1.4500 | 0.36% |
| 2021-09-10 | $1.4500 | 0.35% |
| 2021-12-03 | $1.4500 | 0.33% |
| 2022-03-11 | $1.4500 | 0.30% |
| 2022-06-16 | $1.6500 | 0.36% |
| 2022-09-09 | $1.6500 | 0.31% |
| 2022-12-02 | $1.6500 | 0.31% |
| 2023-03-10 | $1.6500 | 0.35% |
| 2023-06-15 | $1.8800 | 0.41% |
| 2023-09-08 | $1.8800 | 0.39% |
| 2023-12-01 | $1.8800 | 0.34% |
| 2024-03-08 | $1.8800 | 0.39% |
| 2024-06-17 | $2.1000 | 0.42% |
| 2024-09-16 | $2.1000 | 0.35% |
| 2024-12-09 | $2.1000 | 0.38% |
| 2025-03-10 | $2.1000 | 0.43% |
| 2025-06-16 | $2.2100 | 0.70% |
| 2025-09-15 | $2.2100 | 0.63% |
| 2025-12-08 | $2.2100 | 0.67% |
| 2026-03-09 | $2.2100 | 0.77% |
| Total | 85 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-18 | $38.60 | $7.72 | $0.06 | 0.0792 |
| 2021-09-10 | $38.72 | $7.74 | $0.06 | 0.0765 |
| 2021-12-03 | $38.83 | $7.77 | $0.06 | 0.0690 |
| 2022-03-11 | $38.93 | $7.79 | $0.06 | 0.0644 |
| 2022-06-16 | $44.40 | $8.88 | $0.07 | 0.0777 |
| 2022-09-09 | $44.53 | $8.91 | $0.07 | 0.0678 |
| 2022-12-02 | $44.64 | $8.93 | $0.07 | 0.0665 |
| 2023-03-10 | $44.75 | $8.95 | $0.07 | 0.0776 |
| 2023-06-15 | $51.14 | $10.23 | $0.08 | 0.0876 |
| 2023-09-08 | $51.30 | $10.26 | $0.08 | 0.0852 |
| 2023-12-01 | $51.46 | $10.29 | $0.08 | 0.0751 |
| 2024-03-08 | $51.60 | $10.32 | $0.08 | 0.0865 |
| 2024-06-17 | $57.82 | $11.56 | $0.09 | 0.0944 |
| 2024-09-16 | $58.02 | $11.60 | $0.09 | 0.0786 |
| 2024-12-09 | $58.19 | $11.64 | $0.09 | 0.0829 |
| 2025-03-10 | $58.36 | $11.67 | $0.09 | 0.0970 |
| 2025-06-16 | $61.63 | $12.33 | $0.10 | 0.1599 |
| 2025-09-15 | $61.99 | $12.40 | $0.10 | 0.1423 |
| 2025-12-08 | $62.30 | $12.46 | $0.10 | 0.1537 |
| 2026-03-09 | $62.64 | $12.53 | $0.10 | 0.1754 |
| Total | $1019.86 | $203.97 | $1.63 | 1.8972 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.