Sunrise Realty Trust, Inc (SUNS)

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The chart shows the growth of an initial investment of $10,000 in Sunrise Realty Trust, Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Sunrise Realty Trust, Inc (SUNS) has returned -15.47% so far this year and -21.55% over the past 12 months.

Based on dividend-adjusted daily data since Jul 10, 2024, SUNS's average daily return is 0.00%, while the average monthly return is -0.61%.

Historically, 38% of months were positive and 62% were negative. The best month was Aug 2024 with a return of +17.4%, while the worst month was Mar 2026 at -14.9%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SUNS closed higher 47% of trading days. The best single day was Jul 11, 2024 with a return of +25.3%, while the worst single day was Jan 22, 2025 at -14.6%.

Sunrise Realty Trust, Inc has an annualized alpha of -8.09%, beta of 0.80, and R² of 0.09 versus S&P 500 Index. Calculated based on daily prices since July 11, 2024.

• This stock participated in 155.50% of S&P 500 Index downside but only 37.33% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.09 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.

SUNS ranks 14 for risk / return — in the bottom 14% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Sunrise Realty Trust, Inc (SUNS) and compare them to a chosen benchmark (S&P 500 Index).

Sunrise Realty Trust, Inc provided a 15.65% dividend yield over the last twelve months, with an annual payout of $1.20 per share.

The table displays the monthly dividend distributions for Sunrise Realty Trust, 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 Sunrise Realty Trust, 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 Sunrise Realty Trust, Inc was 44.27%, occurring on Apr 10, 2025. The portfolio has not yet recovered.

The current Sunrise Realty Trust, Inc drawdown is 40.83%.

The chart below shows the rolling one-month volatility.

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