UNH monthly performance report
View UNH's monthly returns, drawdown, and seasonality trends — updated every month.
UNH monthly report
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Key takeaways
- UnitedHealth Group (UNH) closed September 2026 at $376.90, down 3.21% for the month and +12.57% over the trailing 12 months.
- Year-to-date, UNH is +14.17%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +6.84% versus its 200-day moving average ($352.77), a bullish technical signal.
- Over the past three years, UNH has underperformed the S&P 500 by −94.15%, with a relative strength index reading of 45.2.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
UnitedHealth Group ended September 2026 at $376.90, posting a monthly return of −3.21%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −2.51%.
The current quarter stands at −9.32% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +6.84% versus the 200-day moving average ($352.77).
Year-to-date, UNH is +14.17% against SPY +11.70%, a gap of +2.48%. The stock is currently −18.24% below its 52-week high, with maximum 3-year drawdown at −61.97%.
| Period | UNH | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.45% | −0.12% | +0.57% |
| 1 Week | −0.58% | −0.34% | −0.24% |
| 1 Month | −3.21% | −0.70% | −2.51% |
| 3 Months | −7.54% | +2.80% | −10.34% |
| 6 Months | +33.61% | +13.85% | +19.76% |
| YTD | +14.17% | +11.70% | +2.48% |
| 12 Months | +12.57% | +15.01% | −2.45% |
| 3 Years | −22.46% | +71.69% | −94.15% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +36.92% |
| #2 | Aug 2025 | +24.17% |
| #3 | Jul 2024 | +13.14% |
| #4 | Sep 2025 | +11.43% |
| #5 | Mar 2025 | +10.27% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2025 | −26.62% |
| #2 | Apr 2025 | −21.44% |
| #3 | Jul 2025 | −20.01% |
| #4 | Dec 2024 | −17.10% |
| #5 | Jan 2026 | −13.08% |
| Quarter | Return |
|---|---|
| Q2 2025 | −40.44% |
| Q3 2025 | +10.68% |
| Q4 2025 | −4.40% |
| Q1 2026 | −18.03% |
| Q2 2026 | +53.60% |
| Q3 2026 (QTD) | −9.32% |
| Year | Return |
|---|---|
| 2023 | −0.70% |
| 2024 | −3.91% |
| 2025 | −34.74% |
| 2026 | +14.17% |
| Metric | Value |
|---|---|
| 52-Week High | $461.00 (2026-07-16) |
| 52-Week Low | $255.97 (2026-03-27) |
| Current Price | $376.90 |
| 200-Day Moving Average | $352.77 |
| Price vs 200DMA | +6.84% |
| 3-Year Maximum Drawdown | −61.97% (2025-08-01) |
| Current Drawdown from 52W High | −18.24% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 45.2 |
| 3-Year Excess Return vs S&P 500 | −94.15% |
| RS Peak | 116.9 (Oct 2023) |
| RS Trough | 34.8 (Aug 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was UNH's return for this report period?
UNH returned −3.21% in the latest monthly window ending 2026-09-18.
Has UNH outperformed SPY year to date?
YTD UNH: +14.17% vs SPY: +11.70%.
What is UNH's 12-month return?
+12.57% over the trailing 12 months.
Is UNH above or below its 200-day moving average?
Price is +6.84% versus 200DMA ($352.77).
What is the maximum drawdown in the 3-year window?
−61.97% on 2025-08-01.