Sumitomo Mitsui Trust Holdings PK (SUTNY)

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

Sumitomo Mitsui Trust Holdings PK (SUTNY) has returned 4.72% so far this year and 27.45% over the past 12 months. Over the last ten years, SUTNY has returned 9.30% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Aug 31, 2009, SUTNY's average daily return is +0.03%, while the average monthly return is +0.32%. At this rate, your investment would double in approximately 18.1 years.

Historically, 50% of months were positive and 50% were negative. The best month was Mar 2013 with a return of +22.6%, while the worst month was Apr 2011 at -48.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SUTNY closed higher 44% of trading days. The best single day was May 17, 2011 with a return of +82.6%, while the worst single day was Apr 1, 2011 at -49.9%.

Sumitomo Mitsui Trust Holdings PK has an annualized alpha of 0.71%, beta of 0.63, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since September 01, 2009.

• This stock participated in 89.76% of S&P 500 Index downside but only 43.68% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.63 may look defensive, but with R² of 0.07 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 0.07 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.

SUTNY ranks 68 for risk / return — better than 68% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Sumitomo Mitsui Trust Holdings PK (SUTNY) and compare them to a chosen benchmark (S&P 500 Index).

Sumitomo Mitsui Trust Holdings PK provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Sumitomo Mitsui Trust Holdings PK. 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 Trust Holdings PK. 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 Trust Holdings PK was 73.61%, occurring on Jun 4, 2012. Recovery took 3443 trading sessions.

The current Sumitomo Mitsui Trust Holdings PK drawdown is 15.84%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Sumitomo Mitsui Trust Holdings PK 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 Trust Holdings PK is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.