Sumitomo Mitsui Trust Holdings PK (SUTNY)

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Sumitomo Mitsui Trust Holdings PK (SUTNY) is up 24.9% since the beginning of the year. At $8 per share, SUTNY is trading 3.8% below its 52-week high of $8. Investors who bought $1,000 worth of SUTNY shares 5 years ago would now be looking at an investment worth $2,516.

Sumitomo Mitsui Trust Holdings PK (SUTNY) has returned 24.92% so far this year and 47.22% over the past 12 months. Over the last ten years, SUTNY has returned 9.73% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Aug 31, 2009, SUTNY's average daily return is +0.04%, while the average monthly return is +0.41%. At this rate, an investment would double in approximately 14.1 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 1.33%, beta of 0.63, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since August 31, 2009.

• This stock participated in 85.22% of S&P 500 Index downside but only 43.51% 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 83 for risk / return — in the top 83% 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 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 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.