UNITEDHEALTH GROUP INC Performance
| 91324PEA6 | 79.62 18.12 29.46% |
The entity has a beta of -0.39, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning UNITEDHEALTH are expected to decrease at a much lower rate. During the bear market, UNITEDHEALTH is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in UNITEDHEALTH GROUP INC are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat uncertain basic indicators, UNITEDHEALTH sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Yield To Maturity | 5.763 |
UNITEDHEALTH |
UNITEDHEALTH Relative Risk vs. Return Landscape
If you would invest 6,949 in UNITEDHEALTH GROUP INC on September 18, 2024 and sell it today you would earn a total of 1,013 from holding UNITEDHEALTH GROUP INC or generate 14.58% return on investment over 90 days. UNITEDHEALTH GROUP INC is generating 0.2943% of daily returns and assumes 3.8819% volatility on return distribution over the 90 days horizon. Simply put, 34% of bonds are less volatile than UNITEDHEALTH, and 95% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UNITEDHEALTH Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UNITEDHEALTH's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as UNITEDHEALTH GROUP INC, and traders can use it to determine the average amount a UNITEDHEALTH's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0758
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Estimated Market Risk
| 3.88 actual daily | 34 66% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average UNITEDHEALTH is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UNITEDHEALTH by adding it to a well-diversified portfolio.
About UNITEDHEALTH Performance
By analyzing UNITEDHEALTH's fundamental ratios, stakeholders can gain valuable insights into UNITEDHEALTH's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if UNITEDHEALTH has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if UNITEDHEALTH has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
UNITEDHEALTH is entity of United States. It is traded as Bond on Bond exchange.| UNITEDHEALTH had very high historical volatility over the last 90 days |
Other Information on Investing in UNITEDHEALTH Bond
UNITEDHEALTH financial ratios help investors to determine whether UNITEDHEALTH Bond is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in UNITEDHEALTH with respect to the benefits of owning UNITEDHEALTH security.