KHC vs. SUN
KHC (The Kraft Heinz Company) and SUN (Sunoco LP) are both stocks. KHC operates in Packaged Foods (Consumer Defensive), while SUN operates in Oil & Gas Refining & Marketing (Energy). Over the past 10 years, KHC returned -8.21%/yr vs 18.33%/yr for SUN. At a 0.18 correlation, their price movements are largely independent.
Performance
KHC vs. SUN - Performance Comparison
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Returns By Period
In the year-to-date period, KHC achieves a -4.08% return, which is significantly lower than SUN's 28.39% return. Over the past 10 years, KHC has underperformed SUN with an annualized return of -8.21%, while SUN has yielded a comparatively higher 18.33% annualized return.
KHC
- 1D
- 2.00%
- 1M
- -3.84%
- YTD
- -4.08%
- 6M
- -1.85%
- 1Y
- -7.49%
- 3Y*
- -9.69%
- 5Y*
- -6.54%
- 10Y*
- -8.21%
SUN
- 1D
- 3.98%
- 1M
- -7.20%
- YTD
- 28.39%
- 6M
- 28.15%
- 1Y
- 31.03%
- 3Y*
- 22.43%
- 5Y*
- 19.61%
- 10Y*
- 18.33%
KHC vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KHC The Kraft Heinz Company | -4.08% | -16.31% | -12.96% | -5.04% | 18.18% | 7.98% | 13.78% | -21.20% | -42.25% | -8.37% |
SUN Sunoco LP | 28.39% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
Correlation
The correlation between KHC and SUN is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2015 | 0.18 |
Fundamentals
KHC:
$26.69B
SUN:
$3.36T
KHC:
-$4.85
SUN:
$0.06
KHC:
1.07
SUN:
42.33
KHC:
0.64
SUN:
1.30K
KHC:
$24.99B
SUN:
$20.02B
KHC:
$8.46B
SUN:
$1.75B
KHC:
-$3.86B
SUN:
$2.10B
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Return for Risk
KHC vs. SUN — Risk / Return Rank
KHC
SUN
KHC vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kraft Heinz Company (KHC) 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.
| KHC | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.22 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 2.38 | -2.71 |
| Martin ratioReturn relative to average drawdown | -0.57 | 6.48 | -7.06 |
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Drawdowns
KHC vs. SUN - Drawdown Comparison
The maximum KHC drawdown since its inception was -76.07%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for KHC and SUN.
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Drawdown Indicators
| KHC | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.07% | -65.47% | -10.60% |
Max Drawdown (1Y)Largest decline over 1 year | -23.19% | -13.09% | -10.10% |
Max Drawdown (3Y)Largest decline over 3 years | -38.72% | -21.29% | -17.43% |
Max Drawdown (5Y)Largest decline over 5 years | -41.69% | -21.29% | -20.40% |
Max Drawdown (10Y)Largest decline over 10 years | -76.07% | -62.94% | -13.13% |
Current DrawdownCurrent decline from peak | -63.71% | -9.63% | -54.08% |
Average DrawdownAverage peak-to-trough decline | -42.48% | -16.29% | -26.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.08% | 4.80% | +8.28% |
Volatility
KHC vs. SUN - Volatility Comparison
The Kraft Heinz Company (KHC) and Sunoco LP (SUN) have volatilities of 8.85% and 8.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KHC | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.85% | 8.94% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 19.48% | 17.47% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.02% | 23.43% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 23.71% | -1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.13% | 31.75% | -4.62% |
Dividends
KHC vs. SUN - Dividend Comparison
KHC's dividend yield for the trailing twelve months is around 7.12%, more than SUN's 5.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KHC The Kraft Heinz Company | 7.12% | 6.60% | 5.21% | 4.33% | 3.93% | 4.46% | 4.62% | 4.98% | 5.81% | 3.15% | 2.69% | 25.01% |
SUN Sunoco LP | 5.75% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
KHC vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between The Kraft Heinz Company 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
KHC and SUN have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (8.94%) compared to KHC (8.85%). In terms of maximum drawdown, KHC dropped -76.07% vs SUN's -65.47%.
SUN currently has the higher Sharpe Ratio (1.33 vs -0.29), 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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