GLAD vs. SUN
GLAD (Gladstone Capital Corporation) and SUN (Sunoco LP) are both stocks. GLAD operates in Asset Management (Financial Services), while SUN operates in Oil & Gas Refining & Marketing (Energy). Over the past 10 years, GLAD returned 12.17%/yr vs 17.87%/yr for SUN. At a 0.22 correlation, their price movements are largely independent.
Performance
GLAD vs. SUN - Performance Comparison
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Returns By Period
In the year-to-date period, GLAD achieves a -7.00% return, which is significantly lower than SUN's 23.47% return. Over the past 10 years, GLAD has underperformed SUN with an annualized return of 12.17%, while SUN has yielded a comparatively higher 17.87% annualized return.
GLAD
- 1D
- -1.23%
- 1M
- -2.59%
- YTD
- -7.00%
- 6M
- -5.72%
- 1Y
- -24.17%
- 3Y*
- 8.76%
- 5Y*
- 4.59%
- 10Y*
- 12.17%
SUN
- 1D
- -1.18%
- 1M
- -10.75%
- YTD
- 23.47%
- 6M
- 22.89%
- 1Y
- 25.23%
- 3Y*
- 20.84%
- 5Y*
- 18.49%
- 10Y*
- 17.87%
GLAD vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | -7.00% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
SUN Sunoco LP | 23.47% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Correlation
The correlation between GLAD and SUN is 0.00, 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 | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.22 |
Over the past year, the correlation between GLAD and SUN has dropped to 0.00 - well below their long-term average of 0.22, suggesting their price drivers have been diverging.
Fundamentals
GLAD:
$523.62M
SUN:
$3.23T
GLAD:
$1.09
SUN:
$0.06
GLAD:
17.01
SUN:
976.05
GLAD:
7.13
SUN:
40.71
GLAD:
1.08
SUN:
1.25K
GLAD:
$66.59M
SUN:
$20.02B
GLAD:
$28.95M
SUN:
$1.75B
GLAD:
$27.90M
SUN:
$2.10B
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Return for Risk
GLAD vs. SUN — Risk / Return Rank
GLAD
SUN
GLAD vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Capital Corporation (GLAD) 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.
| GLAD | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.83 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.19 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 1.94 | -2.55 |
| Martin ratioReturn relative to average drawdown | -0.93 | 5.31 | -6.25 |
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Drawdowns
GLAD vs. SUN - Drawdown Comparison
The maximum GLAD drawdown since its inception was -74.87%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for GLAD and SUN.
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Drawdown Indicators
| GLAD | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.87% | -65.47% | -9.40% |
Max Drawdown (1Y)Largest decline over 1 year | -39.22% | -13.09% | -26.13% |
Max Drawdown (3Y)Largest decline over 3 years | -39.59% | -21.29% | -18.30% |
Max Drawdown (5Y)Largest decline over 5 years | -39.59% | -21.29% | -18.30% |
Max Drawdown (10Y)Largest decline over 10 years | -58.37% | -62.94% | +4.57% |
Current DrawdownCurrent decline from peak | -31.52% | -13.09% | -18.43% |
Average DrawdownAverage peak-to-trough decline | -18.72% | -16.30% | -2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.91% | 4.76% | +21.15% |
Volatility
GLAD vs. SUN - Volatility Comparison
The current volatility for Gladstone Capital Corporation (GLAD) is 6.72%, while Sunoco LP (SUN) has a volatility of 7.94%. This indicates that GLAD 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
| GLAD | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 7.94% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 19.27% | 17.09% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.72% | 23.16% | +2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.64% | 23.65% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.05% | 31.74% | -1.69% |
Dividends
GLAD vs. SUN - Dividend Comparison
GLAD's dividend yield for the trailing twelve months is around 9.72%, more than SUN's 5.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 9.72% | 9.85% | 8.37% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% |
SUN Sunoco LP | 5.98% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
GLAD vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between Gladstone Capital 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
GLAD and SUN have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (7.94%) compared to GLAD (6.72%). In terms of maximum drawdown, GLAD dropped -74.87% vs SUN's -65.47%.
SUN currently has the higher Sharpe Ratio (1.10 vs -0.94), 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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