The total return over the past 12 months is +55.13% vs. +17.77% for the S&P 500. So far it's up +29.17% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +51.07% | (6.13%) | +0.15% | +11.34% | +14.84% | +11.15% |
| Total Return CAGR | +55.13% | (4.21%) | +1.92% | +13.19% | +16.72% | +12.63% |
| Revenue CAGR | +6.46% | +8.90% | +10.59% | +9.84% | +10.67% | +10.68% |
| Net Income CAGR | (33.69%) | (12.54%) | (0.54%) | +8.62% | +7.26% | +7.16% |
| EPS CAGR | (15.42%) | (14.99%) | (4.06%) | +8.05% | +8.05% | +8.82% |
| Free Cash Flow CAGR | (6.55%) | (14.80%) | (4.39%) | +10.56% | +9.92% | +7.26% |
| Operating Cash Flow CAGR | (6.70%) | (13.24%) | +5.40% | +10.12% | +9.67% | +7.43% |
| 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) | 9836.72 | 12705.81 | +29.17% | +8.94% | +20.23% |
| 2025 | 14706.60 | 9836.72 | (33.11%) | +17.72% | (50.83%) |
| 2024 | 15070.12 | 14706.60 | (2.41%) | +24.89% | (27.30%) |
| 2023 | 14951.30 | 15070.12 | +0.79% | +26.19% | (25.40%) |
| 2022 | 13980.12 | 14951.30 | +6.95% | (18.17%) | +25.12% |
| 2021 | 9627.31 | 13980.12 | +45.21% | +28.74% | +16.47% |
| 2020 | 7943.01 | 9627.31 | +21.20% | +18.37% | +2.83% |
| 2019 | 6619.89 | 7943.01 | +19.99% | +31.22% | (11.23%) |
| 2018 | 5780.52 | 6619.89 | +14.52% | (4.56%) | +19.08% |
| 2017 | 4134.13 | 5780.52 | +39.82% | +21.70% | +18.12% |
