UNITEDHEALTH GROUP INCORPORATED (Delaware) (UNH) Growth of $10K (Lump Sum & DCA)UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)NYSEFinancials$367.08$-7.86 -2.10%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$31,728+$21,728 · +217.28%
Total invested$10,000
Annualised (CAGR)+12.26%
Max drawdown-60.80%
SIP · Monthly122 contributions
$100 every month
$15,859+$3,659 · +29.99%
Total invested$12,200
Money-weighted (XIRR)+5.14%
Max drawdown-58.68%
SIP · Biweekly261 contributions
$100 every two weeks
$33,882+$7,782 · +29.82%
Total invested$26,100
Money-weighted (XIRR)+5.13%
Max drawdown-58.72%
Best 12-month stretch+79.73%Mar 2020 → Mar 2021
Worst 12-month stretch-58.93%Jul 2024 → Jul 2025
Deepest drawdown-60.80%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,315on $10,000, trailing 10 years
Growth of your contributions
It would be worth$47,587after your settings in UNH
Profit+$25,387+114.36% on money in
Annualised return+10.35%Money-weighted (XIRR)
Deepest dip-60.07%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-7.00% | -13.17% | +33.97% | +4.62% | -9.38% p.a. | -0.33% p.a. | +12.26% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +17.57% | +39.83% | +10.16% | +22.88% | +23.11% | +45.20% | +6.94% | +0.80% | -1.03% | -32.81% | +11.28% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,085 | +$1,785 | +17.33% |
| 2017 | $11,500 | $18,349 | +$6,849 | +59.55% |
| 2018 | $12,800 | $21,488 | +$8,688 | +67.88% |
| 2019 | $14,000 | $27,815 | +$13,815 | +98.68% |
| 2020 | $15,200 | $35,680 | +$20,480 | +134.74% |
| 2021 | $16,400 | $53,329 | +$36,929 | +225.18% |
| 2022 | $17,600 | $58,295 | +$40,695 | +231.22% |
| 2023 | $18,800 | $60,044 | +$41,244 | +219.38% |
| 2024 | $20,100 | $60,686 | +$40,586 | +201.92% |
| 2025 | $21,300 | $41,920 | +$20,620 | +96.81% |
| 2026 (YTD) | $22,200 | $47,587 | +$25,387 | +114.36% |