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 November 2026 at $407.46, up 0.12% for the month and +22.54% over the trailing 12 months.
- Year-to-date, UNH is +23.43%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +11.32% versus its 200-day moving average ($366.01), a bullish technical signal.
- Over the past three years, UNH has underperformed the S&P 500 by −96.28%, with a relative strength index reading of 43.8.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
UnitedHealth Group ended November 2026 at $407.46, posting a monthly return of +0.12%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +0.30%.
The current quarter stands at +11.00% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +11.32% versus the 200-day moving average ($366.01).
Year-to-date, UNH is +23.43% against SPY +10.62%, a gap of +12.81%. The stock is currently −11.61% below its 52-week high, with maximum 3-year drawdown at −61.97%.
| Period | UNH | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.58% | −0.36% | +0.94% |
| 1 Week | +3.38% | +2.59% | +0.78% |
| 1 Month | +0.12% | −0.18% | +0.30% |
| 3 Months | +2.99% | −2.37% | +5.36% |
| 6 Months | +2.10% | +0.83% | +1.27% |
| YTD | +23.43% | +10.62% | +12.81% |
| 12 Months | +22.54% | +12.25% | +10.29% |
| 3 Years | −24.90% | +71.37% | −96.28% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +36.92% |
| #2 | Aug 2025 | +24.17% |
| #3 | Jul 2024 | +13.14% |
| #4 | Sep 2025 | +11.43% |
| #5 | Oct 2026 | +10.87% |
| 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 |
|---|---|
| Q3 2025 | +10.68% |
| Q4 2025 | −4.40% |
| Q1 2026 | −18.03% |
| Q2 2026 | +53.60% |
| Q3 2026 | −11.68% |
| Q4 2026 (QTD) | +11.00% |
| Year | Return |
|---|---|
| 2023 | −0.70% |
| 2024 | −3.91% |
| 2025 | −34.74% |
| 2026 | +23.43% |
| Metric | Value |
|---|---|
| 52-Week High | $461.00 (2026-07-16) |
| 52-Week Low | $255.97 (2026-03-27) |
| Current Price | $407.46 |
| 200-Day Moving Average | $366.01 |
| Price vs 200DMA | +11.32% |
| 3-Year Maximum Drawdown | −61.97% (2025-08-01) |
| Current Drawdown from 52W High | −11.61% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 43.8 |
| 3-Year Excess Return vs S&P 500 | −96.28% |
| RS Peak | 100 (Nov 2023) |
| RS Trough | 31 (Aug 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was UNH's return for this report period?
UNH returned +0.12% in the latest monthly window ending 2026-11-13.
Has UNH outperformed SPY year to date?
YTD UNH: +23.43% vs SPY: +10.62%.
What is UNH's 12-month return?
+22.54% over the trailing 12 months.
Is UNH above or below its 200-day moving average?
Price is +11.32% versus 200DMA ($366.01).
What is the maximum drawdown in the 3-year window?
−61.97% on 2025-08-01.