SSUMY vs. MUFG
Compare and contrast key facts about Sumitomo Corp ADR (SSUMY) and Mitsubishi UFJ Financial Group, Inc. (MUFG).
Performance
SSUMY vs. MUFG - Performance Comparison
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SSUMY vs. MUFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSUMY Sumitomo Corp ADR | 8.16% | 62.35% | 1.75% | 30.25% | 13.31% | 10.42% | -9.80% | 4.75% | -17.14% | 47.06% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 7.00% | 39.96% | 40.10% | 33.50% | 27.37% | 25.70% | -15.99% | 11.50% | -33.01% | 20.99% |
Fundamentals
SSUMY:
$44.74B
MUFG:
$193.98B
SSUMY:
$462.92
MUFG:
$169.11
SSUMY:
0.08
MUFG:
0.10
SSUMY:
0.00
MUFG:
0.00
SSUMY:
0.01
MUFG:
0.02
SSUMY:
0.01
MUFG:
0.01
SSUMY:
$7.42T
MUFG:
$12.45T
SSUMY:
$1.49T
MUFG:
$5.45T
SSUMY:
$677.71B
MUFG:
$2.57T
Returns By Period
In the year-to-date period, SSUMY achieves a 8.16% return, which is significantly higher than MUFG's 7.00% return. Over the past 10 years, SSUMY has underperformed MUFG with an annualized return of 15.35%, while MUFG has yielded a comparatively higher 16.76% annualized return.
SSUMY
- 1D
- 2.10%
- 1M
- -12.21%
- YTD
- 8.16%
- 6M
- 29.25%
- 1Y
- 63.45%
- 3Y*
- 30.02%
- 5Y*
- 22.18%
- 10Y*
- 15.35%
MUFG
- 1D
- 3.98%
- 1M
- -8.96%
- YTD
- 7.00%
- 6M
- 6.46%
- 1Y
- 26.29%
- 3Y*
- 42.16%
- 5Y*
- 29.43%
- 10Y*
- 16.76%
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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.
| SSUMY | MUFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.21 | 0.86 | +1.35 |
Sortino ratioReturn per unit of downside risk | 2.95 | 1.31 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.18 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.93 | 1.23 | +1.71 |
Martin ratioReturn relative to average drawdown | 11.02 | 3.79 | +7.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSUMY | MUFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | 0.86 | +1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 1.03 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.60 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.16 | +0.03 |
Correlation
The correlation between SSUMY and MUFG is 0.48, 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.
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 1.33%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MUFG Mitsubishi UFJ Financial Group, Inc. | 1.33% | 3.12% | 2.50% | 2.90% | 3.36% | 2.18% | 2.62% | 0.00% | 0.00% | 2.20% | 2.70% | 2.34% |
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 | -21.05% | -18.87% | -2.18% |
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 | -15.03% | -13.99% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -22.30% | -43.84% | +21.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 6.74% | -1.14% |
Volatility
SSUMY vs. MUFG - Volatility Comparison
Sumitomo Corp ADR (SSUMY) has a higher volatility of 10.80% compared to Mitsubishi UFJ Financial Group, Inc. (MUFG) at 8.79%. 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.
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Volatility by Period
| SSUMY | MUFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.80% | 8.79% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 21.26% | 18.63% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.94% | 30.87% | -1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.60% | 28.83% | -3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.54% | 28.25% | -3.71% |
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 Apr 2026, Sumitomo Corp ADR reported a gross profit of 386.87B and revenue of 1.88T. Therefore, the gross margin over that period was 20.6%.
MUFG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported a gross profit of 0.00 and revenue of 3.34T. Therefore, the gross margin over that period was 0.0%.
SSUMY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported an operating income of 101.92B and revenue of 1.88T, resulting in an operating margin of 5.4%.
MUFG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported an operating income of 650.09B and revenue of 3.34T, resulting in an operating margin of 19.5%.
SSUMY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sumitomo Corp ADR reported a net income of 109.16B and revenue of 1.88T, resulting in a net margin of 5.8%.
MUFG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Mitsubishi UFJ Financial Group, Inc. reported a net income of 529.95B and revenue of 3.34T, resulting in a net margin of 15.9%.