Sumitomo Mitsui Financial Group, Inc. (SMFG)

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Sumitomo Mitsui Financial Group, Inc. (SMFG) is up 29.5% since the beginning of the year. At $25 per share, SMFG is trading just below its 52-week high of $25. Investors who bought $1,000 worth of SMFG shares 5 years ago would now be looking at an investment worth $4,177.

Sumitomo Mitsui Financial Group, Inc. (SMFG) has returned 29.49% so far this year and 71.61% over the past 12 months. Looking at the last ten years, SMFG has achieved an annualized return of 19.70%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Jan 27, 2006, SMFG's average daily return is +0.04%, while the average monthly return is +0.63%. At this rate, an investment would double in approximately 9.2 years.

Historically, 52% of months were positive and 48% were negative. The best month was Apr 2008 with a return of +28.6%, while the worst month was Oct 2008 at -35.9%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SMFG closed higher 49% of trading days. The best single day was Nov 21, 2008 with a return of +16.9%, while the worst single day was Apr 9, 2009 at -16.1%.

Sumitomo Mitsui Financial Group, Inc. has an annualized alpha of -0.21%, beta of 0.90, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since January 27, 2006.

• This stock participated in 89.96% of S&P 500 Index downside but only 67.41% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.26 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SMFG ranks 90 for risk / return — in the top 90% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Sumitomo Mitsui Financial Group, Inc. provided a 1.20% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Sumitomo Mitsui Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Sumitomo Mitsui Financial Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sumitomo Mitsui Financial Group, Inc. was 77.26%, occurring on Mar 9, 2009. Recovery took 3854 trading sessions.

The current Sumitomo Mitsui Financial Group, Inc. drawdown is 0.79%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Sumitomo Mitsui Financial Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Sumitomo Mitsui Financial Group, Inc. is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.