SSUMY vs. MUFG
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 16.29%/yr vs 19.25%/yr for MUFG. Their 0.48 correlation means their historical movements had little consistent relationship.
Performance
SSUMY vs. MUFG - Performance Comparison
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Returns By Period
In the year-to-date period, SSUMY achieves a 20.14% return, which is significantly lower than MUFG's 44.33% return. Over the past 10 years, SSUMY has underperformed MUFG with an annualized return of 16.29%, while MUFG has yielded a comparatively higher 19.25% annualized return.
SSUMY
- 1D
- 2.57%
- 1M
- 5.49%
- 6M
- 2.19%
- YTD
- 20.14%
- 1Y
- 60.13%
- 3Y*
- 26.66%
- 5Y*
- 26.06%
- 10Y*
- 16.29%
- ALL TIME*
- 6.05%
MUFG
- 1D
- -0.22%
- 1M
- 8.93%
- 6M
- 26.82%
- YTD
- 44.33%
- 1Y
- 66.80%
- 3Y*
- 46.10%
- 5Y*
- 38.23%
- 10Y*
- 19.25%
- ALL TIME*
- 6.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $77.45M | $78.72M | $67.45M | |
SSUMY Sumitomo Corp ADR | $3.29M | $2.98M | $3.80M |
SSUMY vs. MUFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSUMY Sumitomo Corp ADR | 20.14% | 62.35% | 1.75% | 30.25% | 13.31% | 10.42% | -9.80% | 4.75% | -17.14% | 47.06% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 44.33% | 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 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.53 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.51 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.48 |
The correlation between SSUMY and MUFG has been stable across timeframes, ranging from 0.46 to 0.53 - a consistent structural relationship.
Fundamentals
SSUMY:
$50.29B
MUFG:
$253.41B
SSUMY:
¥506.29
MUFG:
¥214.92
SSUMY:
3.23
MUFG:
16.77
SSUMY:
0.25
MUFG:
0.61
SSUMY:
0.26
MUFG:
3.10
SSUMY:
0.42
MUFG:
1.80
SSUMY:
¥7.44T
MUFG:
¥13.21T
SSUMY:
¥1.53T
MUFG:
¥7.24T
SSUMY:
¥697.96B
MUFG:
¥3.34T
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Return for Risk
SSUMY vs. MUFG — Risk / Return Rank
SSUMY
MUFG
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.
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.
| SSUMY | MUFG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.40 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 3.90 | -1.24 |
| Martin ratioReturn relative to average drawdown | 5.98 | 11.62 | -5.64 |
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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.
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Drawdown Indicators
| SSUMY | MUFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.39% | -76.75% | +8.36% |
Max Drawdown (1Y)Largest decline over 1 year | -23.20% | -17.28% | -5.92% |
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 DrawdownCurrent decline from peak | -14.74% | -2.81% | -11.93% |
Average DrawdownAverage peak-to-trough decline | -22.15% | -43.30% | +21.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.31% | 5.79% | +4.52% |
Volatility
SSUMY vs. MUFG - Volatility Comparison
The current volatility for Sumitomo Corp ADR (SSUMY) is 7.52%, while Mitsubishi UFJ Financial Group, Inc. (MUFG) has a volatility of 9.02%. This indicates that SSUMY experiences smaller price fluctuations and is considered to be less risky than MUFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSUMY | MUFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.52% | 9.02% | -1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 28.09% | 20.02% | +8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.05% | 26.37% | +6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.26% | 29.28% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.24% | 27.62% | -2.38% |
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 2.40%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUFG Mitsubishi UFJ Financial Group, Inc. | 2.40% | 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 - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Corp ADR and Mitsubishi UFJ Financial Group, 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
SSUMY vs. MUFG - Profitability Comparison
SSUMY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 Aug 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 Aug 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 Aug 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 Aug 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 Aug 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
SSUMY and MUFG have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MUFG has higher volatility (9.02%) compared to SSUMY (7.52%). In terms of maximum drawdown, SSUMY dropped -68.39% vs MUFG's -76.75%.
MUFG currently has the higher Sharpe Ratio (2.56 vs 1.87), 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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