UNH
Unitedhealth Group Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
UNH Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -11.22% | -6.86% | -1.69% | 0.12% | 6.62% | 12.74% | 15.07% | 20.90% |
| Sharpe Ratio | -0.84 | -0.15 | -0.08 | 0.00 | 0.29 | 0.39 | 0.56 | 0.48 |
| Max Drawdown | -18.28% | -41.80% | -44.60% | -61.39% | -44.60% | -61.39% | -44.60% | -74.40% |
| % Time Invested | 2.0% | 100.0% | 55.5% | 100.0% | 73.3% | 100.0% | 67.2% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 1.8 | 0.0 | 1.6 | 0.0 | 1.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-06-12 | Open | Interest | 100% | $1.00 | $1.00 | 3.68% | Mark-to-Market |
| 2025-06-10 | 2025-06-12 | Completed | 100% | $295.47 | $302.86 | 2.50% | Signal |
| 2025-05-16 | 2025-06-10 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2025-05-13 | 2025-05-16 | Completed | 100% | $326.53 | $271.63 | -16.81% | Stop |
| 2025-04-21 | 2025-05-13 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-18 | 2025-04-21 | Completed | 100% | $488.47 | $437.43 | -10.45% | Stop |
| 2025-02-24 | 2025-03-18 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-01-08 | 2025-02-24 | Completed | 100% | $498.26 | $451.95 | -9.29% | Stop |
| 2024-12-13 | 2025-01-08 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-08-23 | 2024-12-13 | Completed | 100% | $558.53 | $499.36 | -10.59% | Stop |
| 2024-07-19 | 2024-08-23 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2024-07-17 | 2024-07-19 | Completed | 100% | $532.58 | $545.19 | 2.37% | Signal |
| 2023-09-27 | 2024-07-17 | Interest | 100% | $1.00 | $1.03 | 3.46% | Interest Income |
| 2023-07-11 | 2023-09-27 | Completed | 100% | $437.67 | $481.05 | 9.91% | Signal |
| 2023-06-15 | 2023-07-11 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-02-28 | 2023-06-15 | Completed | 100% | $453.40 | $437.31 | -3.55% | Stop |
| 2023-02-03 | 2023-02-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-14 | 2023-02-03 | Completed | 100% | $434.88 | $446.41 | 2.65% | Stop |
| 2022-05-20 | 2022-06-14 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2020-04-16 | 2022-05-20 | Completed | 100% | $256.15 | $447.79 | 74.82% | Stop |
| 2020-03-24 | 2020-04-16 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-20 | 2020-03-24 | Completed | 100% | $201.69 | $182.68 | -9.43% | Stop |
| 2020-02-27 | 2020-03-20 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-01-03 | 2020-02-27 | Completed | 100% | $258.49 | $232.53 | -10.04% | Stop |
| 2019-12-10 | 2020-01-03 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-09-20 | 2019-12-10 | Completed | 100% | $210.44 | $249.79 | 18.70% | Signal |
| 2019-08-28 | 2019-09-20 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-05-08 | 2019-08-28 | Completed | 100% | $211.40 | $198.44 | -6.13% | Stop |
| 2019-04-15 | 2019-05-08 | Interest | 100% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-01-16 | 2019-04-15 | Completed | 100% | $228.94 | $200.54 | -12.41% | Stop |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-03-01 | 2018-12-21 | Completed | 100% | $197.05 | $213.01 | 8.10% | Stop |
| 2018-02-06 | 2018-03-01 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2015-09-17 | 2018-02-06 | Completed | 100% | $102.27 | $185.27 | 81.15% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-08-17 | 2015-08-25 | Completed | 100% | $42.86 | $94.71 | 120.96% | Stop |
| 2012-07-26 | 2012-08-17 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2011-10-26 | 2012-07-26 | Completed | 100% | $39.10 | $42.45 | 8.55% | Stop |
| 2011-10-04 | 2011-10-26 | Interest | 100% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2011-08-29 | 2011-10-04 | Completed | 100% | $36.45 | $33.31 | -8.62% | Stop |
| 2011-08-05 | 2011-08-29 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-05-28 | 2011-08-05 | Completed | 100% | $22.69 | $35.93 | 58.34% | Stop |
| 2010-05-06 | 2010-05-28 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-04 | 2010-05-06 | Completed | 100% | $26.36 | $23.36 | -11.37% | Stop |
| 2009-12-18 | 2010-03-04 | Interest | 100% | $1.00 | $1.01 | 0.73% | Interest Income |
| 2009-12-15 | 2009-12-18 | Completed | 100% | $23.92 | $24.68 | 3.17% | Signal |
| 2008-03-12 | 2009-12-15 | Interest | 100% | $1.00 | $1.06 | 6.14% | Interest Income |
| 2008-02-01 | 2008-03-12 | Completed | 100% | $39.27 | $27.61 | -29.70% | Stop |
| 2007-11-15 | 2008-02-01 | Interest | 100% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2007-11-13 | 2007-11-15 | Completed | 100% | $40.78 | $40.72 | -0.15% | Signal |
| 2007-10-17 | 2007-11-13 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2007-10-15 | 2007-10-17 | Completed | 100% | $38.42 | $37.45 | -2.53% | Signal |
| 2006-12-07 | 2007-10-15 | Interest | 100% | $1.00 | $1.04 | 3.99% | Interest Income |
| 2006-05-22 | 2006-12-07 | Completed | 100% | $34.29 | $37.88 | 10.47% | Signal |
| 2006-04-28 | 2006-05-22 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2006-04-05 | 2006-04-28 | Completed | 100% | $42.58 | $37.05 | -13.00% | Stop |
| 2006-03-14 | 2006-04-05 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2002-12-17 | 2006-03-14 | Completed | 100% | $15.84 | $42.78 | 170.14% | Stop |
| 2002-11-22 | 2002-12-17 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2002-08-14 | 2002-11-22 | Completed | 100% | $16.72 | $16.49 | -1.42% | Stop |
| 2002-07-23 | 2002-08-14 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2001-10-16 | 2002-07-23 | Completed | 100% | $13.29 | $15.94 | 19.98% | Stop |
| 2001-09-24 | 2001-10-16 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2001-06-13 | 2001-09-24 | Completed | 100% | $11.03 | $11.94 | 8.19% | Stop |
| 2001-05-21 | 2001-06-13 | Interest | 100% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2001-03-20 | 2001-05-21 | Completed | 100% | $10.91 | $10.78 | -1.25% | Stop |
| 2001-02-26 | 2001-03-20 | Interest | 100% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2001-01-30 | 2001-02-26 | Completed | 100% | $11.13 | $10.64 | -4.41% | Stop |
| 2001-01-05 | 2001-01-30 | Interest | 100% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2000-03-30 | 2001-01-05 | Completed | 100% | $5.35 | $10.43 | 94.83% | Stop |
| 2000-03-08 | 2000-03-30 | Interest | 100% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2000-02-23 | 2000-03-08 | Completed | 100% | $5.60 | $4.70 | -16.09% | Stop |
| 2000-01-31 | 2000-02-23 | Interest | 100% | $1.00 | $1.00 | 0.40% | Interest Income |
| 1999-11-29 | 2000-01-31 | Completed | 100% | $4.98 | $5.06 | 1.69% | Stop |
| 1999-11-04 | 1999-11-29 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1999-10-29 | 1999-11-04 | Completed | 100% | $4.76 | $5.07 | 6.57% | Signal |
| 1998-12-07 | 1999-10-29 | Interest | 100% | $1.00 | $1.05 | 4.89% | Interest Income |
| 1998-10-23 | 1998-12-07 | Completed | 100% | $3.56 | $4.56 | 28.04% | Signal |
| 1998-10-01 | 1998-10-23 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 1998-08-24 | 1998-10-01 | Completed | 100% | $3.27 | $3.32 | 1.47% | Stop |
| 1998-07-31 | 1998-08-24 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1998-06-22 | 1998-07-31 | Completed | 100% | $6.07 | $5.34 | -12.08% | Stop |
| 1998-05-29 | 1998-06-22 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1997-12-11 | 1998-05-29 | Completed | 100% | $4.85 | $6.08 | 25.30% | Stop |
| 1997-01-22 | 1997-12-11 | Interest | 100% | $1.00 | $1.06 | 5.67% | Interest Income |
| 1996-11-15 | 1997-01-22 | Completed | 100% | $4.21 | $4.35 | 3.13% | Signal |
| 1996-10-24 | 1996-11-15 | Interest | 100% | $1.00 | $1.00 | 0.39% | Interest Income |
| 1996-08-01 | 1996-10-24 | Completed | 100% | $3.24 | $3.51 | 8.15% | Stop |
| 1996-07-10 | 1996-08-01 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1996-05-30 | 1996-07-10 | Completed | 100% | $5.07 | $4.41 | -13.03% | Stop |
| 1996-05-07 | 1996-05-30 | Interest | 100% | $1.00 | $1.00 | 0.41% | Interest Income |
| 1996-03-06 | 1996-05-07 | Completed | 100% | $6.32 | $5.19 | -17.86% | Stop |
| 1995-09-19 | 1996-03-06 | Interest | 100% | $1.00 | $1.03 | 2.68% | Interest Income |
| 1995-05-12 | 1995-09-19 | Completed | 100% | $3.73 | $4.50 | 20.58% | Signal |
| 1995-04-20 | 1995-05-12 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 1995-03-16 | 1995-04-20 | Completed | 100% | $4.27 | $3.67 | -13.99% | Stop |
| 1995-02-22 | 1995-03-16 | Interest | 100% | $1.00 | $1.00 | 0.45% | Interest Income |
| 1994-12-30 | 1995-02-22 | Completed | 100% | $4.43 | $4.07 | -8.13% | Stop |
| 1994-12-07 | 1994-12-30 | Interest | 100% | $1.00 | $1.00 | 0.48% | Interest Income |
| 1994-08-04 | 1994-12-07 | Completed | 100% | $4.37 | $4.44 | 1.65% | Stop |
| 1994-07-13 | 1994-08-04 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1994-05-13 | 1994-07-13 | Completed | 100% | $4.52 | $4.21 | -6.90% | Stop |
| 1994-04-20 | 1994-05-13 | Interest | 100% | $1.00 | $1.00 | 0.44% | Interest Income |
| 1993-09-03 | 1994-04-20 | Completed | 100% | $2.98 | $3.91 | 31.27% | Stop |
| 1993-08-12 | 1993-09-03 | Interest | 100% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1993-03-10 | 1993-08-12 | Completed | 100% | $2.23 | $2.67 | 19.91% | Stop |
| 1993-02-16 | 1993-03-10 | Interest | 100% | $1.00 | $1.00 | 0.37% | Interest Income |
| 1992-07-20 | 1993-02-16 | Completed | 100% | $2.11 | $2.54 | 20.45% | Stop |
| 1992-06-25 | 1992-07-20 | Interest | 100% | $1.00 | $1.00 | 0.43% | Interest Income |
| 1992-05-19 | 1992-06-25 | Completed | 100% | $1.89 | $1.83 | -2.86% | Stop |
| 1992-04-27 | 1992-05-19 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1992-03-13 | 1992-04-27 | Completed | 100% | $1.92 | $1.66 | -13.40% | Stop |
| 1992-02-20 | 1992-03-13 | Interest | 100% | $1.00 | $1.00 | 0.46% | Interest Income |
| 1991-09-30 | 1992-02-20 | Completed | 100% | $1.23 | $1.90 | 53.88% | Stop |
| 1991-09-06 | 1991-09-30 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 1991-05-20 | 1991-09-06 | Completed | 100% | $1.06 | $1.08 | 2.27% | Stop |
| 1991-04-26 | 1991-05-20 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1990-10-22 | 1991-04-26 | Completed | 100% | $0.38 | $0.92 | 139.84% | Stop |
| 1990-09-28 | 1990-10-22 | Interest | 100% | $1.00 | $1.01 | 0.53% | Interest Income |
| 1990-09-18 | 1990-09-28 | Completed | 100% | $0.43 | $0.37 | -13.19% | Stop |
| 1990-08-24 | 1990-09-18 | Interest | 100% | $1.00 | $1.01 | 0.54% | Interest Income |
| 1990-08-15 | 1990-08-24 | Completed | 100% | $0.43 | $0.36 | -15.38% | Stop |
| 1990-07-24 | 1990-08-15 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1990-02-15 | 1990-07-24 | Completed | 100% | $0.24 | $0.40 | 68.75% | Stop |
| 1990-01-24 | 1990-02-15 | Interest | 100% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1990-01-12 | 1990-01-24 | Completed | 100% | $0.25 | $0.23 | -10.59% | Stop |
| 1989-12-19 | 1990-01-12 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-11-08 | 1989-12-19 | Completed | 100% | $0.26 | $0.25 | -4.55% | Stop |
| 1989-10-17 | 1989-11-08 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-10-10 | 1989-10-17 | Completed | 100% | $0.30 | $0.27 | -11.00% | Stop |
| 1989-09-18 | 1989-10-10 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1989-05-18 | 1989-09-18 | Completed | 100% | $0.21 | $0.26 | 24.29% | Stop |
| 1987-03-04 | 1989-05-18 | Interest | 100% | $1.00 | $1.18 | 18.47% | Interest Income |
| 1987-02-13 | 1987-03-04 | Completed | 100% | $0.19 | $0.18 | -3.23% | Stop |
| 1987-01-22 | 1987-02-13 | Interest | 100% | $1.00 | $1.00 | 0.49% | Interest Income |
| 1986-12-31 | 1987-01-22 | Completed | 100% | $0.21 | $0.17 | -19.72% | Stop |
| 1986-12-29 | 1986-12-31 | Interest | 100% | $1.00 | $1.00 | 0.03% | Interest Income |
Return Distribution Analysis
