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RUS.TO vs. SLF.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

RUS.TO vs. SLF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Russel Metals Inc. (RUS.TO) and Sun Life Financial Inc. (SLF.TO). The values are adjusted to include any dividend payments, if applicable.

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RUS.TO vs. SLF.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RUS.TO
Russel Metals Inc.
10.56%8.42%-2.66%63.28%-10.01%55.24%11.30%11.29%-22.18%20.69%
SLF.TO
Sun Life Financial Inc.
2.78%4.75%29.69%14.37%-6.73%28.82%-0.52%35.86%-9.44%4.39%

Fundamentals

Market Cap

RUS.TO:

CA$2.67B

SLF.TO:

CA$48.91B

EPS

RUS.TO:

CA$3.02

SLF.TO:

CA$6.63

PE Ratio

RUS.TO:

15.91

SLF.TO:

13.14

PS Ratio

RUS.TO:

0.58

SLF.TO:

1.28

PB Ratio

RUS.TO:

1.68

SLF.TO:

2.04

Total Revenue (TTM)

RUS.TO:

CA$4.64B

SLF.TO:

CA$38.45B

Gross Profit (TTM)

RUS.TO:

CA$1.01B

SLF.TO:

CA$7.09B

EBITDA (TTM)

RUS.TO:

CA$340.60M

SLF.TO:

CA$5.32B

Returns By Period

In the year-to-date period, RUS.TO achieves a 10.56% return, which is significantly higher than SLF.TO's 2.78% return. Over the past 10 years, RUS.TO has outperformed SLF.TO with an annualized return of 15.40%, while SLF.TO has yielded a comparatively lower 11.98% annualized return.


RUS.TO

1D
1.50%
1M
-0.08%
YTD
10.56%
6M
17.40%
1Y
27.07%
3Y*
16.48%
5Y*
18.51%
10Y*
15.40%

SLF.TO

1D
0.97%
1M
-2.52%
YTD
2.78%
6M
6.54%
1Y
10.38%
3Y*
16.28%
5Y*
10.95%
10Y*
11.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

RUS.TO vs. SLF.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RUS.TO
RUS.TO Risk / Return Rank: 7474
Overall Rank
RUS.TO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
RUS.TO Sortino Ratio Rank: 6969
Sortino Ratio Rank
RUS.TO Omega Ratio Rank: 7272
Omega Ratio Rank
RUS.TO Calmar Ratio Rank: 7878
Calmar Ratio Rank
RUS.TO Martin Ratio Rank: 7474
Martin Ratio Rank

SLF.TO
SLF.TO Risk / Return Rank: 5858
Overall Rank
SLF.TO Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
SLF.TO Sortino Ratio Rank: 5151
Sortino Ratio Rank
SLF.TO Omega Ratio Rank: 5353
Omega Ratio Rank
SLF.TO Calmar Ratio Rank: 6262
Calmar Ratio Rank
SLF.TO Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RUS.TO vs. SLF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Russel Metals Inc. (RUS.TO) and Sun Life Financial Inc. (SLF.TO). 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.


RUS.TOSLF.TODifference

Sharpe ratio

Return per unit of total volatility

1.12

0.52

+0.60

Sortino ratio

Return per unit of downside risk

1.52

0.79

+0.74

Omega ratio

Gain probability vs. loss probability

1.23

1.12

+0.11

Calmar ratio

Return relative to maximum drawdown

2.12

0.86

+1.27

Martin ratio

Return relative to average drawdown

4.38

2.01

+2.37

RUS.TO vs. SLF.TO - Sharpe Ratio Comparison

The current RUS.TO Sharpe Ratio is 1.12, which is higher than the SLF.TO Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of RUS.TO and SLF.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RUS.TOSLF.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.12

0.52

+0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.67

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.59

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.45

0.40

-0.85

Correlation

The correlation between RUS.TO and SLF.TO is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RUS.TO vs. SLF.TO - Dividend Comparison

RUS.TO's dividend yield for the trailing twelve months is around 3.58%, less than SLF.TO's 4.13% yield.


TTM20252024202320222021202020192018201720162015
RUS.TO
Russel Metals Inc.
3.58%3.90%3.94%3.51%5.28%4.52%6.69%6.86%8.35%5.21%7.00%12.91%
SLF.TO
Sun Life Financial Inc.
4.13%4.11%3.80%4.37%4.39%3.28%3.89%3.55%4.21%3.36%3.14%3.50%

Drawdowns

RUS.TO vs. SLF.TO - Drawdown Comparison

The maximum RUS.TO drawdown since its inception was -100.00%, which is greater than SLF.TO's maximum drawdown of -71.53%. Use the drawdown chart below to compare losses from any high point for RUS.TO and SLF.TO.


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Drawdown Indicators


RUS.TOSLF.TODifference

Max Drawdown

Largest peak-to-trough decline

-100.00%

-71.53%

-28.47%

Max Drawdown (1Y)

Largest decline over 1 year

-12.76%

-14.08%

+1.32%

Max Drawdown (5Y)

Largest decline over 5 years

-31.39%

-24.48%

-6.91%

Max Drawdown (10Y)

Largest decline over 10 years

-60.04%

-45.99%

-14.05%

Current Drawdown

Current decline from peak

-99.96%

-6.26%

-93.70%

Average Drawdown

Average peak-to-trough decline

-72.75%

-14.78%

-57.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.18%

6.01%

+0.17%

Volatility

RUS.TO vs. SLF.TO - Volatility Comparison

Russel Metals Inc. (RUS.TO) has a higher volatility of 6.20% compared to Sun Life Financial Inc. (SLF.TO) at 4.82%. This indicates that RUS.TO's price experiences larger fluctuations and is considered to be riskier than SLF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RUS.TOSLF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.20%

4.82%

+1.38%

Volatility (6M)

Calculated over the trailing 6-month period

16.75%

13.50%

+3.25%

Volatility (1Y)

Calculated over the trailing 1-year period

24.25%

20.11%

+4.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.41%

16.55%

+9.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.66%

20.35%

+8.31%

Financials

RUS.TO vs. SLF.TO - Financials Comparison

This section allows you to compare key financial metrics between Russel Metals Inc. and Sun Life Financial Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-5.00B0.005.00B10.00B15.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.09B
5.51B
(RUS.TO) Total Revenue
(SLF.TO) Total Revenue
Values in CAD except per share items

RUS.TO vs. SLF.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Russel Metals Inc. and Sun Life Financial Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
32.5%
53.6%
Portfolio components
RUS.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Russel Metals Inc. reported a gross profit of 355.40M and revenue of 1.09B. Therefore, the gross margin over that period was 32.5%.

SLF.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sun Life Financial Inc. reported a gross profit of 2.95B and revenue of 5.51B. Therefore, the gross margin over that period was 53.6%.

RUS.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Russel Metals Inc. reported an operating income of 44.40M and revenue of 1.09B, resulting in an operating margin of 4.1%.

SLF.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sun Life Financial Inc. reported an operating income of 1.13B and revenue of 5.51B, resulting in an operating margin of 20.4%.

RUS.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Russel Metals Inc. reported a net income of 30.40M and revenue of 1.09B, resulting in a net margin of 2.8%.

SLF.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sun Life Financial Inc. reported a net income of 793.00M and revenue of 5.51B, resulting in a net margin of 14.4%.