UNH monthly performance report
Monthly UNH research: returns, drawdown, relative strength, seasonality, and key stats.
UNH monthly report
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Key takeaways
- UnitedHealth Group (UNH) closed August 2026 at $412.75, down 0.40% for the month and +64.44% over the trailing 12 months.
- Year-to-date, UNH is +25.03%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +19.95% versus its 200-day moving average ($344.11), a bullish technical signal.
- Over the past three years, UNH has underperformed the S&P 500 by −90.18%, with a relative strength index reading of 47.3.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
UnitedHealth Group ended August 2026 at $412.75, posting a monthly return of −0.40%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −3.44%.
The current quarter stands at −1.32% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +19.95% versus the 200-day moving average ($344.11).
Year-to-date, UNH is +25.03% against SPY +12.89%, a gap of +12.15%. The stock is currently −10.47% below its 52-week high, with maximum 3-year drawdown at −61.97%.
| Period | UNH | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.28% | −0.20% | +1.48% |
| 1 Week | −3.74% | +3.90% | −7.65% |
| 1 Month | −0.40% | +3.05% | −3.44% |
| 3 Months | +11.41% | +7.11% | +4.29% |
| 6 Months |