SLF vs. MA
Compare and contrast key facts about Sun Life Financial Inc. (SLF) and Mastercard Inc (MA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLF or MA.
Correlation
The correlation between SLF and MA is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SLF vs. MA - Performance Comparison
Key characteristics
SLF:
0.53
MA:
1.28
SLF:
0.81
MA:
1.81
SLF:
1.11
MA:
1.24
SLF:
0.68
MA:
1.80
SLF:
1.50
MA:
4.41
SLF:
6.22%
MA:
4.84%
SLF:
17.60%
MA:
16.64%
SLF:
-78.78%
MA:
-62.67%
SLF:
-10.69%
MA:
-0.02%
Fundamentals
SLF:
$32.09B
MA:
$518.31B
SLF:
$3.71
MA:
$13.87
SLF:
15.09
MA:
40.99
SLF:
1.28
MA:
2.22
SLF:
$43.72B
MA:
$28.17B
SLF:
$43.72B
MA:
$25.83B
SLF:
$3.09B
MA:
$16.86B
Returns By Period
In the year-to-date period, SLF achieves a -5.65% return, which is significantly lower than MA's 8.13% return. Over the past 10 years, SLF has underperformed MA with an annualized return of 10.08%, while MA has yielded a comparatively higher 20.93% annualized return.
SLF
-5.65%
-4.96%
7.42%
7.67%
6.94%
10.08%
MA
8.13%
8.35%
21.82%
26.56%
11.52%
20.93%
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Risk-Adjusted Performance
SLF vs. MA — Risk-Adjusted Performance Rank
SLF
MA
SLF vs. MA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Life Financial Inc. (SLF) and Mastercard Inc (MA). 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.
Dividends
SLF vs. MA - Dividend Comparison
SLF's dividend yield for the trailing twelve months is around 4.23%, more than MA's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLF Sun Life Financial Inc. | 4.23% | 3.99% | 4.26% | 4.59% | 3.19% | 3.70% | 3.46% | 4.41% | 3.25% | 3.18% | 3.77% | 3.61% |
MA Mastercard Inc | 0.48% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% | 0.51% |
Drawdowns
SLF vs. MA - Drawdown Comparison
The maximum SLF drawdown since its inception was -78.78%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for SLF and MA. For additional features, visit the drawdowns tool.
Volatility
SLF vs. MA - Volatility Comparison
Sun Life Financial Inc. (SLF) has a higher volatility of 7.62% compared to Mastercard Inc (MA) at 5.16%. This indicates that SLF's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SLF vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Sun Life Financial Inc. and Mastercard 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.
Total Revenue: Total amount of money received from sales and other business activities