Check historical price trends and seasonality for UnitedHealth Group (UNH).
UnitedHealth Group (UNH) average YTD return over the past 10 years is +13.35%.
Over the past 10 years, the return for the specified period (Feb 16 for 60 days) is +4.87%.
6 wins 1 losses with a win rate of 85.71%.
1) Overview:
UnitedHealth Group (UNH) exhibits a distinct seasonal pattern over the past 10 years. The stock tends to decline from the beginning of the year until late March. A strong bullish phase begins in early October, accelerating through November, and peaking in early December, with the highest average gains seen around December 3 (+15.8%). The stock maintains high gains through the end of the year, with December 31 showing an average gain of +13.3%.
2) Buy-the-dip points:
The most pronounced dip opportunity occurs in February, with the largest average decline on February 28 (-4.0%). This pullback extends from January through March, presenting a potential buying window as the stock typically rebounds starting in April and continues to climb significantly in the fourth quarter. Consider initiating positions during this period of weakness to capitalize on the subsequent upward trend.
3) Summary:
A seasonal investment strategy for UNH would involve accumulating shares during the weakness observed from January to March, particularly around late February. The data suggests holding these positions through the strong bullish period from October to December, taking profits near December 3, and holding through December 31. This strategy aims to capitalize on the stock's historical tendency for gains during this period.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2024 | 2024-02-16 | 521.5500 | 2024-04-15 | 445.6300 | -75.9200 | -14.56 |
| 2023 | 2023-02-16 | 487.3500 | 2023-04-16 | 511.7900 | 24.4400 | 5.01 |
| 2022 | 2022-02-16 | 480.0500 | 2022-04-16 | 534.8200 | 54.7700 | 11.41 |
| 2021 | 2021-02-16 | 324.6200 | 2021-04-16 | 391.0100 | 66.3900 | 20.45 |
| 2018 | 2018-02-16 | 229.3700 | 2018-04-16 | 230.3200 | 0.9500 | 0.41 |
| 2017 | 2017-02-16 | 163.6500 | 2017-04-16 | 164.9600 | 1.3100 | 0.80 |
| 2016 | 2016-02-16 | 115.1500 | 2016-04-15 | 127.3300 | 12.1800 | 10.58 |
| Avg | 331.6771 | 343.6943 | 12.02 | 4.87 |
| Day \ Month | Jan Total -0.37% | Feb Total -3.22% | Mar Total +3.42% | Apr Total +2.01% | May Total -1.23% | Jun Total +1.78% | Jul Total +1.92% | Aug Total +1.82% | Sep Total +0.09% | Oct Total +4.94% | Nov Total +5.23% | Dec Total -1.79% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg -0.13% | 0.00% | -0.23% | +0.16% | -0.67% | -0.50% | +0.35% | +0.37% | -0.63% | +0.14% | +0.26% | -0.50% | -0.25% |
| 2 Avg +0.15% | -0.03% | -0.52% | +0.92% | -0.41% | -0.14% | +0.30% | -0.23% | +0.54% | +0.27% | +0.60% | +0.24% | +0.20% |
| 3 Avg +0.10% | -0.18% | +0.32% | -0.51% | +0.86% | 0.00% | -0.35% | -0.10% | +0.39% | -0.18% | +0.20% | +0.09% | +0.60% |
| 4 Avg +0.08% | -0.38% | -0.06% | +0.94% | -0.27% | +0.48% | +0.07% | 0.00% | -0.02% | -0.13% | +0.19% | +0.61% | -0.46% |
| 5 Avg +0.01% | -0.37% | -0.66% | +0.39% | +0.47% | +0.26% | +0.31% | -0.06% | -0.06% | +0.19% | +0.41% | +0.01% | -0.74% |
| 6 Avg +0.15% | +0.01% | +0.20% | +0.15% | +0.86% | +0.15% | +0.42% | +0.33% | +0.02% | -0.08% | -0.19% | +0.26% | -0.35% |
| 7 Avg +0.05% | -0.40% | +0.06% | -0.21% | +0.06% | -0.21% | -0.06% | -0.57% | +0.12% | +0.07% | +0.35% | +1.43% | -0.05% |
| 8 Avg +0.18% | +0.14% | -0.50% | -0.42% | +1.40% | -0.07% | +0.30% | +0.33% | +0.23% | -0.10% | +0.15% | +0.52% | +0.15% |
| 9 Avg +0.10% | +0.01% | +0.59% | -0.19% | +0.66% | -0.55% | -0.03% | -0.25% | -0.17% | +0.83% | +0.35% | -0.11% | -0.01% |
| 10 Avg +0.03% | -0.05% | +0.27% | +0.12% | +0.15% | +0.60% | -0.14% | +0.18% | -0.01% | -0.69% | -0.58% | +0.31% | +0.17% |
| 11 Avg -0.13% | +0.34% | -0.41% | +0.73% | -0.72% | -0.25% | -0.53% | +0.58% | -0.10% | +0.13% | -0.57% | -0.27% | -0.48% |
| 12 Avg +0.01% | +0.13% | +0.73% | -1.01% | -0.51% | -0.50% | +0.04% | +0.19% | +0.65% | +0.01% | +0.05% | +0.19% | +0.17% |
| 13 Avg +0.04% | -0.55% | +0.17% | +1.38% | +0.13% | -2.02% | -0.40% | +0.16% | +0.89% | +0.22% | +0.54% | -0.38% | +0.28% |
| 14 Avg +0.01% | +0.19% | -0.16% | +0.21% | -0.21% | +0.48% | -0.61% | +0.87% | +0.10% | +0.13% | +0.26% | -0.44% | -0.71% |
| 15 Avg +0.30% | +0.52% | +0.29% | +0.44% | +1.15% | -1.27% | +0.13% | +0.34% | +1.02% | +0.43% | +0.33% | 0.00% | +0.21% |
| 16 Avg +0.13% | -0.14% | +0.27% | -1.65% | +1.04% | +0.70% | -0.19% | +0.65% | +0.19% | -0.15% | +0.73% | +0.45% | -0.30% |
| 17 Avg -0.13% | +0.03% | +0.01% | +1.00% | -2.11% | +0.42% | -0.26% | +0.14% | -0.24% | -0.24% | +0.71% | -0.29% | -0.70% |
| 18 Avg -0.10% | -0.27% | -0.40% | -0.51% | +0.52% | -0.12% | -0.51% | -0.25% | -0.04% | -0.17% | +0.78% | -0.14% | -0.07% |
| 19 Avg +0.01% | +0.35% | +0.19% | +0.30% | +0.06% | +0.82% | +0.18% | +0.12% | +0.10% | -0.13% | -0.38% | -0.93% | -0.50% |
| 20 Avg +0.03% | +0.21% | -0.43% | -0.54% | +0.43% | +0.39% | +0.11% | -0.11% | -0.32% | +0.09% | +0.63% | +0.29% | -0.43% |
| 21 Avg +0.01% | +0.33% | -0.87% | +0.02% | -1.18% | -0.13% | +1.18% | +0.18% | +0.13% | -0.16% | +0.41% | +0.24% | +0.01% |
| 22 Avg +0.02% | -0.03% | +0.44% | -0.62% | -0.09% | -0.12% | +0.47% | +0.05% | -0.23% | +0.06% | +0.22% | +0.09% | -0.02% |
| 23 Avg +0.07% | +0.33% | +0.32% | -0.77% | +0.43% | -0.18% | +0.24% | +0.10% | -0.33% | -0.22% | -0.06% | +0.48% | +0.47% |
| 24 Avg -0.02% | -0.03% | -1.09% | +1.55% | +0.30% | +0.13% | -0.21% | -0.57% | -0.24% | +0.01% | -0.24% | +0.19% | -0.07% |
| 25 Avg +0.13% | -0.43% | 0.00% | +0.52% | +0.25% | +0.29% | -0.06% | +0.07% | -0.15% | -0.08% | +0.38% | +0.71% | 0.00% |
| 26 Avg +0.09% | +0.38% | +0.03% | +1.43% | -0.05% | +0.27% | -0.48% | +0.33% | -0.54% | -0.60% | -0.35% | +0.02% | +0.69% |
| 27 Avg -0.01% | -0.58% | -0.90% | -0.56% | +0.25% | +0.44% | +0.55% | -0.17% | +0.01% | +0.27% | +0.04% | +0.26% | +0.26% |
| 28 Avg +0.05% | +0.16% | -0.86% | -0.03% | +0.04% | -0.22% | +0.22% | +0.22% | +0.39% | +0.20% | -0.13% | +0.34% | +0.24% |
| 29 Avg -0.03% | +0.02% | - | -0.15% | -0.55% | -0.44% | +0.33% | -0.42% | +0.64% | -0.27% | -0.28% | +0.82% | -0.07% |
| 30 Avg +0.12% | -0.33% | - | +0.57% | -0.30% | +0.14% | +0.43% | +0.28% | -0.14% | +0.20% | -0.11% | +0.73% | -0.16% |
| 31 Avg -0.13% | +0.22% | - | -0.24% | - | -0.08% | - | -0.86% | -0.38% | - | +0.26% | - | +0.14% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
