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

Performance

SLF vs. T.TO - Performance Comparison

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

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Different Trading Currencies

SLF is traded in USD, while T.TO is traded in CAD. To make them comparable, the T.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SLF achieves a 25.30% return, which is significantly higher than T.TO's -5.46% return. Over the past 10 years, SLF has outperformed T.TO with an annualized return of 13.18%, while T.TO has yielded a comparatively lower 11.84% annualized return.


SLF

1D
1.05%
1M
7.59%
YTD
25.30%
6M
29.43%
1Y
24.27%
3Y*
19.96%
5Y*
12.61%
10Y*
13.18%

T.TO

1D
-0.12%
1M
-1.58%
YTD
-5.46%
6M
-2.42%
1Y
-19.24%
3Y*
-8.10%
5Y*
-6.36%
10Y*
11.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SLF vs. T.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SLF
Sun Life Financial Inc.
25.30%9.72%19.48%17.77%-12.89%29.71%1.55%42.69%-16.37%11.18%
T.TO
TELUS Corporation
-5.46%5.14%-18.41%-2.08%-13.74%23.64%118.29%26.99%-4.14%30.37%

Correlation

The correlation between SLF and T.TO is 0.06, 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

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2006

0.30

Over the past year, the correlation between SLF and T.TO has dropped to 0.06 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

SLF:

$30.85B

T.TO:

CA$25.99B

EPS

SLF:

CA$6.22

T.TO:

CA$0.60

PE Ratio

SLF:

17.21

T.TO:

27.67

PS Ratio

SLF:

1.43

T.TO:

1.26

PB Ratio

SLF:

1.89

T.TO:

1.67

Total Revenue (TTM)

SLF:

CA$39.40B

T.TO:

CA$20.32B

Gross Profit (TTM)

SLF:

CA$20.48B

T.TO:

CA$8.88B

EBITDA (TTM)

SLF:

CA$4.74B

T.TO:

CA$7.49B

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Return for Risk

SLF vs. T.TO — Risk / Return Rank

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

SLF
SLF Risk / Return Rank: 7272
Overall Rank
SLF Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
SLF Sortino Ratio Rank: 6868
Sortino Ratio Rank
SLF Omega Ratio Rank: 7272
Omega Ratio Rank
SLF Calmar Ratio Rank: 7171
Calmar Ratio Rank
SLF Martin Ratio Rank: 7070
Martin Ratio Rank

T.TO
T.TO Risk / Return Rank: 1010
Overall Rank
T.TO Sharpe Ratio Rank: 44
Sharpe Ratio Rank
T.TO Sortino Ratio Rank: 88
Sortino Ratio Rank
T.TO Omega Ratio Rank: 77
Omega Ratio Rank
T.TO Calmar Ratio Rank: 1616
Calmar Ratio Rank
T.TO Martin Ratio Rank: 1414
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.

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

This table presents a comparison of risk-adjusted performance metrics for Sun Life Financial Inc. (SLF) and TELUS Corporation (T.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.

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.


SLFT.TODifference
Sharpe ratioReturn per unit of total volatility

+2.26

Sortino ratioReturn per unit of downside risk

+2.93

Omega ratioGain probability vs. loss probability

1.23

0.81

+0.41

Calmar ratioReturn relative to maximum drawdown

1.55

-0.79

+2.34

Martin ratioReturn relative to average drawdown

3.34

-1.41

+4.75

SLF vs. T.TO - Sharpe Ratio Comparison

The current SLF Sharpe Ratio is 1.14, which is higher than the T.TO Sharpe Ratio of -1.11. The chart below compares the historical Sharpe Ratios of SLF and T.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SLF vs. T.TO - Drawdown Comparison

The maximum SLF drawdown since its inception was -78.60%, which is greater than T.TO's maximum drawdown of -49.73%. Use the drawdown chart below to compare losses from any high point for SLF and T.TO.


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Drawdown Indicators


SLFT.TODifference

Max Drawdown

Largest peak-to-trough decline

-78.60%

-49.73%

-28.87%

Max Drawdown (1Y)

Largest decline over 1 year

-14.91%

-24.65%

+9.74%

Max Drawdown (3Y)

Largest decline over 3 years

-14.91%

-27.04%

+12.13%

Max Drawdown (5Y)

Largest decline over 5 years

-30.77%

-44.20%

+13.43%

Max Drawdown (10Y)

Largest decline over 10 years

-50.84%

-44.20%

-6.64%

Current Drawdown

Current decline from peak

0.00%

-42.01%

+42.01%

Average Drawdown

Average peak-to-trough decline

-16.86%

-12.27%

-4.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.90%

13.88%

-6.98%

Volatility

SLF vs. T.TO - Volatility Comparison

Sun Life Financial Inc. (SLF) has a higher volatility of 4.82% compared to TELUS Corporation (T.TO) at 3.42%. This indicates that SLF's price experiences larger fluctuations and is considered to be riskier than T.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SLFT.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.82%

3.42%

+1.40%

Volatility (6M)

Calculated over the trailing 6-month period

14.14%

14.06%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

20.20%

17.61%

+2.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.44%

17.60%

+1.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.88%

33.24%

-10.36%

Dividends

SLF vs. T.TO - Dividend Comparison

SLF's dividend yield for the trailing twelve months is around 3.47%, less than T.TO's 10.05% yield.


PositionTTM20252024202320222021202020192018201720162015
SLF
Sun Life Financial Inc.
3.47%4.03%4.00%4.98%4.59%3.32%3.69%3.47%4.71%3.17%3.98%4.64%
T.TO
TELUS Corporation
10.05%9.14%7.99%6.17%5.19%4.27%4.70%8.96%9.28%8.27%8.61%8.78%

Financials

SLF vs. T.TO - Financials Comparison

This section allows you to compare key financial metrics between Sun Life Financial Inc. and TELUS Corporation. 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


-5.00B0.005.00B10.00B15.00B20222023202420252026
8.88B
4.99B
(SLF) Total Revenue
(T.TO) Total Revenue
Values in CAD except per share items

SLF vs. T.TO - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
100.0%
16.5%
Portfolio components
SLF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported a gross profit of 8.88B and revenue of 8.88B. Therefore, the gross margin over that period was 100.0%.

T.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, TELUS Corporation reported a gross profit of 824.00M and revenue of 4.99B. Therefore, the gross margin over that period was 16.5%.

SLF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported an operating income of 633.63M and revenue of 8.88B, resulting in an operating margin of 7.1%.

T.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, TELUS Corporation reported an operating income of 824.00M and revenue of 4.99B, resulting in an operating margin of 16.5%.

SLF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported a net income of 537.39M and revenue of 8.88B, resulting in a net margin of 6.1%.

T.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, TELUS Corporation reported a net income of 136.00M and revenue of 4.99B, resulting in a net margin of 2.7%.


Frequently Asked Questions


SLF and T.TO have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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