Sumitomo Mitsui Trust Holdings PK (SUTNY)
Company Info
Highlights
$18.52B
$0.47
11.09
0.26
$946.93B
$1.29T
-$6.94B
$3.95 - $5.26
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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.
Returns By Period
Sumitomo Mitsui Trust Holdings PK had a return of 10.85% year-to-date (YTD) and 29.93% in the last 12 months. Over the past 10 years, Sumitomo Mitsui Trust Holdings PK had an annualized return of 4.40%, while the S&P 500 had an annualized return of 11.31%, indicating that Sumitomo Mitsui Trust Holdings PK did not perform as well as the benchmark.
SUTNY
10.85%
8.32%
3.17%
29.93%
7.95%
4.40%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SUTNY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 9.15% | 10.85% | |||||||||||
| 2024 | 8.75% | -0.49% | 6.13% | -2.08% | 10.14% | -0.64% | 10.78% | -2.53% | -4.39% | -7.10% | 13.71% | -7.11% | 24.67% |
| 2023 | 2.91% | 3.11% | -6.30% | 4.09% | -1.97% | 0.29% | 10.00% | -3.64% | 0.27% | 0.81% | 0.27% | 0.27% | 9.59% |
| 2022 | 2.35% | 4.30% | -8.79% | -5.42% | -4.46% | 3.33% | 7.74% | -5.99% | -11.46% | 1.44% | 13.48% | 7.50% | 0.88% |
| 2021 | -0.64% | 8.71% | 5.93% | -4.20% | 3.51% | -11.86% | 7.69% | -1.19% | 6.33% | -6.80% | -6.38% | 10.71% | 9.29% |
| 2020 | -6.87% | -6.83% | -13.63% | 1.16% | -1.49% | -3.83% | -6.52% | 13.57% | -7.85% | -2.22% | 9.85% | 7.59% | -18.81% |
| 2019 | 6.63% | 0.40% | -3.31% | -4.59% | 8.45% | -1.07% | -5.71% | -7.20% | 13.29% | 1.40% | 6.06% | 2.08% | 15.32% |
| 2018 | 7.94% | -4.94% | 2.39% | 1.69% | -1.55% | -4.11% | 1.39% | -1.24% | 6.16% | -3.04% | 0.88% | -12.05% | -7.77% |
| 2017 | 7.08% | -4.90% | -2.43% | -2.32% | -0.59% | 6.87% | 4.19% | -6.17% | 6.66% | 8.74% | -4.99% | 7.47% | 19.35% |
| 2016 | -17.22% | -9.53% | 5.41% | 3.74% | 13.11% | -6.38% | 2.47% | 6.64% | -6.65% | 3.40% | 8.95% | -3.28% | -3.59% |
| 2015 | -7.42% | 19.19% | 1.60% | 6.58% | 2.70% | 0.44% | 1.31% | -10.32% | -11.23% | 4.10% | -0.47% | 0.61% | 3.62% |
| 2014 | -10.03% | -1.67% | -1.88% | -9.56% | -1.47% | 12.47% | -3.00% | -7.32% | 3.33% | -0.48% | 0.73% | -8.50% | -25.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, SUTNY is among the top 21% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sumitomo Mitsui Trust Holdings PK (SUTNY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.15 | $0.14 | $0.14 | $0.14 | $0.14 | $0.12 | $0.12 | $0.12 | $0.11 | $0.10 |
Dividend yield | 0.00% | 0.00% | 4.02% | 4.10% | 4.05% | 4.53% | 3.51% | 3.25% | 2.87% | 3.39% | 2.76% | 2.53% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2020 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2019 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.14 |
| 2018 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2017 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2016 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2015 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.11 |
| 2014 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.10 |
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.
Worst Drawdowns
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 53.70%, occurring on Feb 11, 2016. Recovery took 2030 trading sessions.
The current Sumitomo Mitsui Trust Holdings PK drawdown is 0.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.7% | May 14, 2013 | 693 | Feb 11, 2016 | 2030 | Mar 7, 2024 | 2723 |
| -35.69% | Aug 2, 2011 | 212 | Jun 4, 2012 | 139 | Dec 21, 2012 | 351 |
| -17.57% | Apr 15, 2011 | 37 | Jun 8, 2011 | 20 | Jul 7, 2011 | 57 |
| -17.18% | Aug 26, 2024 | 43 | Oct 24, 2024 | 27 | Dec 3, 2024 | 70 |
| -16.73% | Aug 1, 2024 | 4 | Aug 6, 2024 | 13 | Aug 23, 2024 | 17 |
Volatility
Volatility Chart
The current Sumitomo Mitsui Trust Holdings PK volatility is 4.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Sumitomo Mitsui Trust Holdings PK compared to its peers in the Banks - Regional industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SUTNY in comparison to other companies of the Banks - Regional industry. Currently, SUTNY has a PE value of 11.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SUTNY in comparison to other companies of the Banks - Regional industry. Currently, SUTNY has a PEG value of 0.3. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sumitomo Mitsui Trust Holdings PK.
Loading data...
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 | — |