UNH Analysis
UnitedHealth Group Incorporated — is the distribution income, or your own capital coming back?
Distributions plus NAV growth
Over the last 1Y, UNH paid a 2.2% distribution yield and its NAV rose 74.3% — holders kept the distributions and the price appreciation.
This verdict is generated from fixed thresholds applied to live price and distribution data, not written per fund. Two funds with the same profile always get the same wording.
How UNH generates income
UNH is an income-focused ETF issued by UnitedHealth. Largest U.S. health insurer by market cap, with two main businesses: UnitedHealthcare (insurance) and Optum (healthcare services, PBM, and analytics). 17 consecutive years of dividend increases. Quarterly dividend $2.21/share, annual $8.84, forward yield ~2.9%. 5-year dividend CAGR over 12% — one of the fastest-growing dividends among S&P 500 large-caps, reflecting UnitedHealth's ability to compound earnings through healthcare-services consolidation.
The fund is designed for investors who prioritize regular income distributions. The yield comes from a combination of dividends from the underlying holdings and any income-generating strategies the fund employs.
- Income source
- Dividends from underlying holdings
- Issuer
- UnitedHealth
UNH price return since first distribution
The capital half of total return. Read it against the cumulative distributions below — the two together are what a holder actually earned.
Cumulative price return: -18.16%
Want this chart with the underlying, peer funds, and the S&P overlaid on one axis? Koyfin does that — 20% off through our link (Affiliate link — we earn a commission if you subscribe, at no extra cost to you.)
Cumulative distributions collected
Running total of per-share distributions since the first payment on record — 86 payments.
Total collected per share since inception: $65.04
Go deeper on UNH than this page can
This page answers one question well: did UNH's distributions outrun its NAV. Koyfin answers the rest — options-implied volatility on the underlying, holdings, correlation, and custom dashboards tracking your whole income sleeve. Our link gets you 20% off the first year.
Affiliate link — we earn a commission if you subscribe, at no extra cost to you. Full disclosure.