Sun Communities, Inc. (SUI)

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Sun Communities, Inc. (SUI) is up 1.5% since the beginning of the year. At $123 per share, SUI is trading 10.4% below its 52-week high of $138. Investors who bought $1,000 worth of SUI shares 5 years ago would now be looking at an investment worth $748.

Sun Communities, Inc. (SUI) has returned 1.48% so far this year and 2.84% over the past 12 months. Over the last ten years, SUI has returned 7.90% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Dec 9, 1993, SUI's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Mar 2009 with a return of +34.1%, while the worst month was Nov 2008 at -27.2%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SUI closed higher 50% of trading days. The best single day was Mar 13, 2009 with a return of +15.6%, while the worst single day was Mar 16, 2020 at -19.2%.

Sun Communities, Inc. has an annualized alpha of 8.04%, beta of 0.73, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since December 09, 1993.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (83.60%) than losses (65.34%) - typical of diversified or defensive assets.
• R2 of 0.25 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.

SUI ranks 47 for risk / return — above 47% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.

Sun Communities, Inc. provided a 3.50% dividend yield over the last twelve months, with an annual payout of $4.32 per share. The company has been increasing its dividends for 13 consecutive years.

The table displays the monthly dividend distributions for Sun Communities, 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 Sun Communities, 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 Sun Communities, Inc. was 74.04%, occurring on Mar 5, 2009. Recovery took 260 trading sessions.

The current Sun Communities, Inc. drawdown is 30.68%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Sun Communities, 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 Sun Communities, Inc. is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.