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Sun Art Retail Group Ltd ADR (SURRY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US8666331009

Highlights

Market Cap
$1.81B
Enterprise Value
$8.30B
EPS (TTM)
$0.30
PE Ratio
6.36
PEG Ratio
0.08
Total Revenue (TTM)
$58.44B
Gross Profit (TTM)
$13.84B
EBITDA (TTM)
$3.08B
Year Range
$1.90 - $3.52
ROA (TTM)
3.78%
ROE (TTM)
11.12%

Share Price Chart


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Sun Art Retail Group Ltd ADR

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sun Art Retail Group Ltd ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Sun Art Retail Group Ltd ADR (SURRY) has returned -3.33% so far this year and 2.53% over the past 12 months. Over the last ten years, SURRY has returned -8.43% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Sun Art Retail Group Ltd ADR

1D
0.00%
1M
0.00%
YTD
-3.33%
6M
-9.26%
1Y
2.53%
3Y*
-13.08%
5Y*
-22.83%
10Y*
-8.43%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 22, 2013, SURRY's average daily return is +0.01%, while the average monthly return is +0.08%. At this rate, your investment would double in approximately 72.2 years.

Historically, 45% of months were positive and 55% were negative. The best month was Nov 2022 with a return of +66.4%, while the worst month was Jan 2025 at -44.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SURRY closed higher 17% of trading days. The best single day was Sep 25, 2024 with a return of +51.9%, while the worst single day was Jan 2, 2025 at -28.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.33%0.00%0.00%-3.33%
2025-44.19%21.05%-7.49%7.14%0.00%33.33%0.00%-1.00%-20.10%3.58%-5.49%-4.13%-33.71%
2024-19.63%7.63%42.55%-5.47%15.26%-10.96%-17.44%-5.95%35.71%30.69%8.52%25.44%124.29%
202322.57%-5.63%-1.08%2.19%-35.39%3.13%17.08%-18.61%-4.10%0.00%-17.12%-11.41%-47.72%
20227.87%-8.68%2.75%-15.01%0.00%3.47%-12.20%2.03%-27.08%-29.05%66.44%28.63%-11.67%
20218.40%-14.84%0.88%0.98%-19.70%1.08%-2.20%-20.03%-21.38%31.74%-33.11%-7.18%-61.60%

Benchmark Metrics

Sun Art Retail Group Ltd ADR has an annualized alpha of 1.69%, beta of 0.05, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since May 23, 2013.

  • This stock participated in 80.36% of S&P 500 Index downside but only -1.20% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.05 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.00 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.

Alpha
1.69%
Beta
0.05
0.00
Upside Capture
-1.20%
Downside Capture
80.36%

Return for Risk

Risk / Return Rank

SURRY ranks 46 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


SURRY Risk / Return Rank: 4646
Overall Rank
SURRY Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SURRY Sortino Ratio Rank: 4242
Sortino Ratio Rank
SURRY Omega Ratio Rank: 6262
Omega Ratio Rank
SURRY Calmar Ratio Rank: 4242
Calmar Ratio Rank
SURRY Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Sun Art Retail Group Ltd ADR (SURRY) and compare them to a chosen benchmark (S&P 500 Index).


SURRYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.04

0.90

-0.85

Sortino ratio

Return per unit of downside risk

0.53

1.39

-0.86

Omega ratio

Gain probability vs. loss probability

1.18

1.21

-0.04

Calmar ratio

Return relative to maximum drawdown

0.07

1.40

-1.33

Martin ratio

Return relative to average drawdown

0.11

6.61

-6.50

Explore SURRY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Sun Art Retail Group Ltd ADR provided a 17.16% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The company has been increasing its dividends for 3 consecutive years.


0.00%5.00%10.00%15.00%$0.00$0.10$0.20$0.30$0.40$0.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.33$0.33$0.24$0.06$0.06$0.15$0.17$0.16$0.18$0.54$0.47$0.18

Dividend yield

17.16%16.58%7.27%3.53%1.80%4.00%1.73%1.29%1.81%5.06%5.43%2.42%

Monthly Dividends

The table displays the monthly dividend distributions for Sun Art Retail Group Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.00$0.00$0.11$0.00$0.33
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.22$0.24
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.06
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.06
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.15

Dividend Yield & Payout


Dividend Yield

Sun Art Retail Group Ltd ADR has a dividend yield of 17.16%, which means its dividend payment is significantly above the market average.

Payout Ratio

Sun Art Retail Group Ltd ADR has a payout ratio of 101.93%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Sun Art Retail Group Ltd ADR. 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 Art Retail Group Ltd ADR was 91.76%, occurring on Jan 16, 2024. The portfolio has not yet recovered.

The current Sun Art Retail Group Ltd ADR drawdown is 85.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.76%Jul 7, 2020888Jan 16, 2024
-67.18%Nov 5, 2013560Jan 27, 2016598Jun 12, 20181158
-40.92%Jul 2, 2018198May 6, 2019224Mar 31, 2020422
-9.82%May 29, 20203Jun 2, 202013Jun 19, 202016
-6.32%Jun 28, 20138Jul 10, 20136Jul 18, 201314

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sun Art Retail Group Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Sun Art Retail Group Ltd ADR is priced in the market compared to other companies in the Department Stores industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for SURRY, comparing it with other companies in the Department Stores industry. Currently, SURRY has a P/E ratio of 6.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SURRY compared to other companies in the Department Stores industry. SURRY currently has a PEG ratio of 0.1. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SURRY relative to other companies in the Department Stores industry. Currently, SURRY has a P/S ratio of 0.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SURRY in comparison with other companies in the Department Stores industry. Currently, SURRY has a P/B value of 0.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items