The total return for UnitedHealth Group Incorporated (UNH) stock is +40.12% over the past 12 months vs. +24.34% for the S&P 500. So far it's up +26.08% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +36.25% | (5.77%) | +0.59% | +11.37% | +15.02% | +11.63% |
| Total Return CAGR | +40.12% | (3.89%) | +2.34% | +13.21% | +16.86% | +13.08% |
| Revenue CAGR | +9.68% | +10.21% | +11.33% | +10.49% | +10.81% | +11.32% |
| Net Income CAGR | (45.54%) | (16.52%) | (6.53%) | +7.20% | +6.34% | +6.64% |
| EPS CAGR | (15.42%) | (14.99%) | (4.06%) | +8.05% | +8.05% | +8.82% |
| Free Cash Flow CAGR | (20.91%) | (16.85%) | (3.16%) | +9.17% | +9.09% | +6.64% |
| Operating Cash Flow CAGR | (18.82%) | (14.63%) | (1.71%) | +8.99% | +9.07% | +6.98% |
| Dividends CAGR | (48.13%) | (14.66%) | (4.15%) | +6.67% | +14.27% | +28.51% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
UnitedHealth Group Incorporated (UNH)
| Year | Start Value | End Value | UNH Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 6697.01 | 8443.55 | +26.08% | +8.38% | +17.70% |
| 2025 | 10012.52 | 6697.01 | (33.11%) | +17.72% | (50.83%) |
| 2024 | 10260.00 | 10012.52 | (2.41%) | +24.89% | (27.30%) |
| 2023 | 10179.11 | 10260.00 | +0.79% | +26.19% | (25.40%) |
| 2022 | 9517.91 | 10179.11 | +6.95% | (18.17%) | +25.12% |
| 2021 | 6554.44 | 9517.91 | +45.21% | +28.74% | +16.47% |
| 2020 | 5407.74 | 6554.44 | +21.20% | +18.37% | +2.83% |
| 2019 | 4506.94 | 5407.74 | +19.99% | +31.22% | (11.23%) |
| 2018 | 3935.48 | 4506.94 | +14.52% | (4.56%) | +19.08% |
| 2017 | 2814.59 | 3935.48 | +39.82% | +21.70% | +18.12% |
