SSUMY vs. MUFG

Last updated Jun 3, 2026

SSUMY (Sumitomo Corp ADR) and MUFG (Mitsubishi UFJ Financial Group, Inc.) are both stocks. SSUMY operates in Conglomerates (Industrials), while MUFG operates in Banks - Diversified (Financial Services). Over the past 10 years, SSUMY returned 16.78%/yr vs 17.41%/yr for MUFG. At a 0.48 correlation, their price movements are largely independent.

Performance

SSUMY vs. MUFG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sumitomo Corp ADR (SSUMY) and Mitsubishi UFJ Financial Group, Inc. (MUFG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SSUMY achieves a 24.46% return, which is significantly higher than MUFG's 20.87% return. Both investments have delivered pretty close results over the past 10 years, with SSUMY having a 16.78% annualized return and MUFG not far ahead at 17.41%.

SSUMY

• 1D: -1.41%
• 1M: -1.30%
• YTD: 24.46%
• 6M: 38.00%
• 1Y: 65.57%
• 3Y*: 31.38%
• 5Y*: 25.85%
• 10Y*: 16.78%

MUFG

• 1D: 1.48%
• 1M: 8.37%
• YTD: 20.87%
• 6M: 19.96%
• 1Y: 38.30%
• 3Y*: 43.35%
• 5Y*: 30.85%
• 10Y*: 17.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SSUMY vs. MUFG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SSUMY Sumitomo Corp ADR	24.46%	62.35%	1.75%	30.25%	13.31%	10.42%	-9.80%	4.75%	-17.14%	47.06%
MUFG Mitsubishi UFJ Financial Group, Inc.	20.87%	39.96%	40.10%	33.50%	27.37%	25.70%	-15.99%	11.50%	-33.01%	20.99%

Correlation

The correlation between SSUMY and MUFG is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.49
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (5Y) Calculated over the trailing 5-year period	0.53
Correlation (10Y) Calculated over the trailing 10-year period	0.51
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007	0.48

The correlation between SSUMY and MUFG has been stable across timeframes, ranging from 0.48 to 0.53 - a consistent structural relationship.

Fundamentals

Market Cap SSUMY : $51.52B MUFG : $214.42B
EPS SSUMY : $505.22 MUFG : $214.15
PE Ratio SSUMY : 0.09 MUFG : 0.09
PEG Ratio SSUMY : 0.01 MUFG : 0.00
PS Ratio SSUMY : 0.01 MUFG : 0.02
PB Ratio SSUMY : 0.01 MUFG : 0.01
Total Revenue (TTM) SSUMY : $7.44T MUFG : $13.21T
Gross Profit (TTM) SSUMY : $1.53T MUFG : $7.24T
EBITDA (TTM) SSUMY : $697.96B MUFG : $3.34T

Return for Risk

SSUMY vs. MUFG — Risk / Return Rank

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

SSUMY

SSUMY Risk / Return Rank: 86
SSUMY Sharpe Ratio Rank: 88
SSUMY Sortino Ratio Rank: 89
SSUMY Omega Ratio Rank: 85
SSUMY Calmar Ratio Rank: 84
SSUMY Martin Ratio Rank: 86

MUFG

MUFG Risk / Return Rank: 77
MUFG Sharpe Ratio Rank: 81
MUFG Sortino Ratio Rank: 77
MUFG Omega Ratio Rank: 73
MUFG Calmar Ratio Rank: 76
MUFG Martin Ratio Rank: 78

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.

SSUMY vs. MUFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sumitomo Corp ADR (SSUMY) and Mitsubishi UFJ Financial Group, Inc. (MUFG). 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.

	SSUMY	MUFG	Difference
Sharpe ratio Return per unit of total volatility	2.05	1.50	+0.55
Sortino ratio Return per unit of downside risk	3.19	2.15	+1.03
Omega ratio Gain probability vs. loss probability	1.37	1.26	+0.11
Calmar ratio Return relative to maximum drawdown	3.26	2.18	+1.07
Martin ratio Return relative to average drawdown	9.74	6.06	+3.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SSUMY vs. MUFG - Sharpe Ratio Comparison

The current SSUMY Sharpe Ratio is 2.05, which is higher than the MUFG Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of SSUMY and MUFG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SSUMY	MUFG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.05	1.50	+0.55
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.96	1.07	-0.11
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.67	0.63	+0.04
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	0.17	+0.04

Drawdowns

SSUMY vs. MUFG - Drawdown Comparison

The maximum SSUMY drawdown since its inception was -68.39%, smaller than the maximum MUFG drawdown of -76.75%. Use the drawdown chart below to compare losses from any high point for SSUMY and MUFG.

Drawdown Indicators

	SSUMY	MUFG	Difference
Max Drawdown Largest peak-to-trough decline	-68.39%	-76.75%	+8.36%
Max Drawdown (1Y) Largest decline over 1 year	-21.05%	-17.28%	-3.77%
Max Drawdown (3Y) Largest decline over 3 years	-28.69%	-26.56%	-2.13%
Max Drawdown (5Y) Largest decline over 5 years	-32.33%	-32.81%	+0.48%
Max Drawdown (10Y) Largest decline over 10 years	-43.45%	-57.62%	+14.17%
Current Drawdown Current decline from peak	-11.67%	-2.84%	-8.83%
Average Drawdown Average peak-to-trough decline	-22.18%	-43.59%	+21.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.04%	6.22%	+0.82%

Volatility

SSUMY vs. MUFG - Volatility Comparison

Sumitomo Corp ADR (SSUMY) has a higher volatility of 9.46% compared to Mitsubishi UFJ Financial Group, Inc. (MUFG) at 6.39%. This indicates that SSUMY's price experiences larger fluctuations and is considered to be riskier than MUFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SSUMY	MUFG	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.46%	6.39%	+3.07%
Volatility (6M) Calculated over the trailing 6-month period	27.64%	18.96%	+8.68%
Volatility (1Y) Calculated over the trailing 1-year period	32.17%	25.63%	+6.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.03%	29.01%	-1.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.18%	27.89%	-2.71%

Dividends

SSUMY vs. MUFG - Dividend Comparison

SSUMY has not paid dividends to shareholders, while MUFG's dividend yield for the trailing twelve months is around 1.17%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MUFG Mitsubishi UFJ Financial Group, Inc.	1.17%	3.12%	2.50%	2.90%	3.36%	2.18%	2.62%	0.00%	0.00%	2.20%	2.70%	2.34%
SSUMY Sumitomo Corp ADR	0.00%	1.27%	2.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.31%	3.94%	3.97%

Financials

SSUMY vs. MUFG - Profitability Comparison

The chart below illustrates the profitability comparison between Sumitomo Corp ADR and Mitsubishi UFJ Financial Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SSUMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a gross profit of 430.76B and revenue of 1.99T. Therefore, the gross margin over that period was 21.6%.

MUFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported a gross profit of 2.09T and revenue of 3.59T. Therefore, the gross margin over that period was 58.3%.

SSUMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported an operating income of 119.24B and revenue of 1.99T, resulting in an operating margin of 6.0%.

MUFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported an operating income of 841.39B and revenue of 3.59T, resulting in an operating margin of 23.4%.

SSUMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sumitomo Corp ADR reported a net income of 195.40B and revenue of 1.99T, resulting in a net margin of 9.8%.

MUFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported a net income of 624.99B and revenue of 3.59T, resulting in a net margin of 17.4%.

Frequently Asked Questions

Can I hold both SSUMY and MUFG in my portfolio?

SSUMY and MUFG have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SSUMY or MUFG?

SSUMY has higher volatility (9.46%) compared to MUFG (6.39%). In terms of maximum drawdown, SSUMY dropped -68.39% vs MUFG's -76.75%.

Which has better risk-adjusted returns?

SSUMY currently has the higher Sharpe Ratio (2.05 vs 1.50), 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.