PNNT vs. SUN
PNNT (PennantPark Investment Corporation) and SUN (Sunoco LP) are both stocks. PNNT operates in Asset Management (Financial Services), while SUN operates in Oil & Gas Refining & Marketing (Energy). Over the past 10 years, PNNT returned 6.83%/yr vs 18.61%/yr for SUN. At a 0.24 correlation, their price movements are largely independent.
Performance
PNNT vs. SUN - Performance Comparison
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Returns By Period
In the year-to-date period, PNNT achieves a -30.57% return, which is significantly lower than SUN's 28.86% return. Over the past 10 years, PNNT has underperformed SUN with an annualized return of 6.83%, while SUN has yielded a comparatively higher 18.61% annualized return.
PNNT
- 1D
- -1.30%
- 1M
- -15.02%
- YTD
- -30.57%
- 6M
- -29.01%
- 1Y
- -33.64%
- 3Y*
- 0.71%
- 5Y*
- 0.56%
- 10Y*
- 6.83%
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%
PNNT vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PNNT PennantPark Investment Corporation | -30.57% | -2.96% | 16.56% | 37.25% | -8.90% | 61.71% | -17.99% | 14.30% | 2.05% | -0.65% |
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 PNNT and SUN is 0.03, 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 | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.24 |
Over the past year, the correlation between PNNT and SUN has dropped to 0.03 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
Fundamentals
PNNT:
$302.41
SUN:
$0.06
PNNT:
0.01
SUN:
1.02K
PNNT:
2.18
SUN:
42.48
PNNT:
$85.01M
SUN:
$20.02B
PNNT:
$24.12M
SUN:
$1.75B
PNNT:
$16.10M
SUN:
$2.10B
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Return for Risk
PNNT vs. SUN — Risk / Return Rank
PNNT
SUN
PNNT vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PennantPark Investment Corporation (PNNT) 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.
| PNNT | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.56 | ||
| Sortino ratioReturn per unit of downside risk | -3.54 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.22 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.79 | 2.76 | -3.55 |
| Martin ratioReturn relative to average drawdown | -1.69 | 7.02 | -8.71 |
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
| PNNT | SUN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.25 | 1.32 | -2.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.85 | -0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.59 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.53 | -0.40 |
Drawdowns
PNNT vs. SUN - Drawdown Comparison
The maximum PNNT drawdown since its inception was -82.16%, which is greater than SUN's maximum drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for PNNT and SUN.
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Drawdown Indicators
| PNNT | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.16% | -65.47% | -16.69% |
Max Drawdown (1Y)Largest decline over 1 year | -42.61% | -10.91% | -31.70% |
Max Drawdown (3Y)Largest decline over 3 years | -42.61% | -21.29% | -21.32% |
Max Drawdown (5Y)Largest decline over 5 years | -42.61% | -21.29% | -21.32% |
Max Drawdown (10Y)Largest decline over 10 years | -69.14% | -62.94% | -6.20% |
Current DrawdownCurrent decline from peak | -40.90% | -9.29% | -31.61% |
Average DrawdownAverage peak-to-trough decline | -15.28% | -16.31% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.92% | 4.28% | +15.64% |
Volatility
PNNT vs. SUN - Volatility Comparison
PennantPark Investment Corporation (PNNT) has a higher volatility of 14.65% compared to Sunoco LP (SUN) at 8.42%. This indicates that PNNT's price experiences larger fluctuations and is considered to be riskier 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
| PNNT | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.65% | 8.42% | +6.23% |
Volatility (6M)Calculated over the trailing 6-month period | 23.99% | 16.61% | +7.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.16% | 22.92% | +4.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.80% | 23.62% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.77% | 31.75% | +1.02% |
Dividends
PNNT vs. SUN - Dividend Comparison
PNNT's dividend yield for the trailing twelve months is around 25.20%, more than SUN's 5.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNNT PennantPark Investment Corporation | 25.20% | 16.11% | 12.85% | 11.65% | 10.43% | 6.93% | 11.71% | 11.03% | 11.30% | 10.42% | 14.62% | 18.12% |
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
PNNT vs. SUN - Financials Comparison
This section allows you to compare key financial metrics between PennantPark Investment 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
PNNT and SUN have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PNNT has higher volatility (14.65%) compared to SUN (8.42%). In terms of maximum drawdown, PNNT dropped -82.16% vs SUN's -65.47%.
SUN currently has the higher Sharpe Ratio (1.32 vs -1.25), 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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