BAC vs. SUN
BAC (Bank of America Corporation) and SUN (Sunoco LP) are both stocks. BAC operates in Banks - Diversified (Financial Services), while SUN operates in Oil & Gas Refining & Marketing (Energy). Over the past 10 years, BAC returned 18.19%/yr vs 18.66%/yr for SUN. At a 0.25 correlation, their price movements are largely independent.
Performance
BAC vs. SUN - Performance Comparison
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Returns By Period
In the year-to-date period, BAC achieves a 3.72% return, which is significantly lower than SUN's 28.53% return. Both investments have delivered pretty close results over the past 10 years, with BAC having a 18.19% annualized return and SUN not far ahead at 18.66%.
BAC
- 1D
- 2.31%
- 1M
- 13.82%
- YTD
- 3.72%
- 6M
- 3.46%
- 1Y
- 29.23%
- 3Y*
- 27.43%
- 5Y*
- 8.79%
- 10Y*
- 18.19%
SUN
- 1D
- 1.57%
- 1M
- -6.67%
- YTD
- 28.53%
- 6M
- 25.21%
- 1Y
- 29.03%
- 3Y*
- 21.16%
- 5Y*
- 19.32%
- 10Y*
- 18.66%
BAC vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 3.72% | 28.04% | 33.85% | 4.83% | -23.82% | 49.61% | -11.63% | 46.19% | -15.00% | 35.69% |
SUN Sunoco LP | 28.53% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Correlation
The correlation between BAC and SUN is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.25 |
The correlation between BAC and SUN shifts across timeframes, from 0.07 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BAC:
$415.53B
SUN:
$3.37T
BAC:
$4.19
SUN:
$0.06
BAC:
13.36
SUN:
1.02K
BAC:
2.42
SUN:
42.37
BAC:
1.51
SUN:
1.30K
BAC:
$174.85B
SUN:
$20.02B
BAC:
$110.47B
SUN:
$1.75B
BAC:
$41.74B
SUN:
$2.10B
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Return for Risk
BAC vs. SUN — Risk / Return Rank
BAC
SUN
BAC vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of America Corporation (BAC) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAC | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 2.64 | -1.00 |
| Martin ratioReturn relative to average drawdown | 4.21 | 6.54 | -2.33 |
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Drawdowns
BAC vs. SUN - Drawdown Comparison
The maximum BAC drawdown since its inception was -93.10%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for BAC and SUN.
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Drawdown Indicators
| BAC | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.10% | -65.47% | -27.63% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -11.05% | -6.88% |
Max Drawdown (3Y)Largest decline over 3 years | -27.51% | -21.29% | -6.22% |
Max Drawdown (5Y)Largest decline over 5 years | -46.64% | -21.29% | -25.35% |
Max Drawdown (10Y)Largest decline over 10 years | -48.95% | -62.94% | +13.99% |
Current DrawdownCurrent decline from peak | -0.36% | -9.53% | +9.17% |
Average DrawdownAverage peak-to-trough decline | -28.30% | -16.30% | -12.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.96% | 4.47% | +2.49% |
Volatility
BAC vs. SUN - Volatility Comparison
The current volatility for Bank of America Corporation (BAC) is 5.49%, while Sunoco LP (SUN) has a volatility of 8.22%. This indicates that BAC 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
| BAC | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 8.22% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 16.57% | 16.97% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.62% | 23.06% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.89% | 23.67% | +3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.68% | 31.76% | -1.08% |
Dividends
BAC vs. SUN - Dividend Comparison
BAC's dividend yield for the trailing twelve months is around 2.72%, less than SUN's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 2.72% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
SUN Sunoco LP | 5.74% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
BAC vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between Bank of America 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
BAC and SUN have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (8.22%) compared to BAC (5.49%). In terms of maximum drawdown, BAC dropped -93.10% vs SUN's -65.47%.
BAC currently has the higher Sharpe Ratio (1.36 vs 1.27), 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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