AM vs. SUN
AM (Antero Midstream Corporation) and SUN (Sunoco LP) are both stocks. Both are in the Energy sector — AM in Oil & Gas Midstream, SUN in Oil & Gas Refining & Marketing. Over the past 10 years, AM returned 7.20%/yr vs 18.61%/yr for SUN. At a 0.39 correlation, their price movements are largely independent.
Performance
AM vs. SUN - Performance Comparison
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Returns By Period
In the year-to-date period, AM achieves a 22.62% return, which is significantly lower than SUN's 28.86% return. Over the past 10 years, AM has underperformed SUN with an annualized return of 7.20%, while SUN has yielded a comparatively higher 18.61% annualized return.
AM
- 1D
- -0.88%
- 1M
- 1.96%
- YTD
- 22.62%
- 6M
- 16.77%
- 1Y
- 19.29%
- 3Y*
- 32.87%
- 5Y*
- 24.10%
- 10Y*
- 7.20%
SUN
- 1D
- -1.15%
- 1M
- -2.20%
- YTD
- 28.86%
- 6M
- 25.56%
- 1Y
- 29.97%
- 3Y*
- 21.63%
- 5Y*
- 20.04%
- 10Y*
- 18.61%
AM vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AM Antero Midstream Corporation | 22.62% | 24.37% | 28.46% | 25.73% | 21.98% | 39.55% | 27.59% | -60.29% | -22.28% | -2.32% |
SUN Sunoco LP | 28.86% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Correlation
The correlation between AM and SUN is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2014 | 0.39 |
The correlation between AM and SUN shifts across timeframes, from 0.22 (1 year) to 0.44 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AM:
$10.19B
SUN:
$3.38T
AM:
$0.85
SUN:
$0.06
AM:
24.99
SUN:
1.02K
AM:
8.12
SUN:
42.48
AM:
5.26
SUN:
1.30K
AM:
$1.26B
SUN:
$20.02B
AM:
$620.66M
SUN:
$1.75B
AM:
$955.64M
SUN:
$2.10B
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Return for Risk
AM vs. SUN — Risk / Return Rank
AM
SUN
AM vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Antero Midstream Corporation (AM) and Sunoco LP (SUN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AM | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.53 | 2.76 | -1.23 |
| Martin ratioReturn relative to average drawdown | 3.18 | 7.02 | -3.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AM | SUN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.32 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.85 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.59 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.53 | -0.39 |
Drawdowns
AM vs. SUN - Drawdown Comparison
The maximum AM drawdown since its inception was -93.01%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for AM and SUN.
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Drawdown Indicators
| AM | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.01% | -65.47% | -27.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -10.91% | -1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -13.98% | -21.29% | +7.31% |
Max Drawdown (5Y)Largest decline over 5 years | -21.91% | -21.29% | -0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -93.01% | -62.94% | -30.07% |
Current DrawdownCurrent decline from peak | -8.68% | -9.29% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -31.42% | -16.31% | -15.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.10% | 4.28% | +1.82% |
Volatility
AM vs. SUN - Volatility Comparison
The current volatility for Antero Midstream Corporation (AM) is 5.87%, while Sunoco LP (SUN) has a volatility of 8.42%. This indicates that AM experiences smaller price fluctuations and is considered to be less risky than SUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AM | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 8.42% | -2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.39% | 16.61% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 22.92% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.55% | 23.62% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.01% | 31.75% | +10.26% |
Dividends
AM vs. SUN - Dividend Comparison
AM's dividend yield for the trailing twelve months is around 4.22%, less than SUN's 5.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM Antero Midstream Corporation | 4.22% | 5.06% | 5.96% | 7.18% | 8.34% | 10.15% | 15.95% | 18.28% | 7.53% | 4.27% | 3.14% | 2.93% |
SUN Sunoco LP | 5.73% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
AM vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between Antero Midstream Corporation and Sunoco LP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AM and SUN have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (8.42%) compared to AM (5.87%). In terms of maximum drawdown, AM dropped -93.01% vs SUN's -65.47%.
SUN currently has the higher Sharpe Ratio (1.32 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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