Seasonal Evaluation for UnitedHealth Group Incorporated (UNH)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 60.00% | 55.00% | 80.00% |
| Median Return | 2.02% | 2.32% | 2.57% | 7.18% |
| Average Return | 6.99% | 6.88% | 6.29% | 9.34% |
| Maximum Gain | 25.17% | 19.35% | 23.63% | 35.28% |
| Gain Year | 2011 | 2009 | 2010 | 2019 |
| Maximum Loss | -40.96% | -40.44% | -10.94% | -13.48% |
| Loss Year | 2008 | 2025 | 2019 | 2024 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.50% | 57.50% | 57.50% | 67.50% |
| Median Return | 4.88% | 2.32% | 2.09% | 5.07% |
| Average Return | 8.30% | 6.59% | 6.94% | 7.95% |
| Maximum Gain | 35.28% | 23.63% | 25.17% | 35.28% |
| Gain Year | 2019 | 2010 | 2011 | 2019 |
| Maximum Loss | -40.96% | -40.44% | -40.96% | -13.48% |
| Loss Year | 2008 | 2025 | 2008 | 2024 |
| Based on the past 20 years (2006-2025) | ||||