SSUMY vs. ORCL
SSUMY (Sumitomo Corp ADR) and ORCL (Oracle Corporation) are both stocks. SSUMY operates in Conglomerates (Industrials), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, SSUMY returned 16.17%/yr vs 18.60%/yr for ORCL. At a 0.28 correlation, their price movements are largely independent.
Performance
SSUMY vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, SSUMY achieves a 14.53% return, which is significantly higher than ORCL's -4.95% return. Over the past 10 years, SSUMY has underperformed ORCL with an annualized return of 16.17%, while ORCL has yielded a comparatively higher 18.60% annualized return.
SSUMY
- 1D
- 0.03%
- 1M
- -18.73%
- YTD
- 14.53%
- 6M
- 15.03%
- 1Y
- 56.14%
- 3Y*
- 24.25%
- 5Y*
- 24.16%
- 10Y*
- 16.17%
ORCL
- 1D
- 0.02%
- 1M
- -2.97%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -6.95%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
SSUMY vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSUMY Sumitomo Corp ADR | 14.53% | 62.35% | 1.75% | 30.25% | 13.31% | 10.42% | -9.80% | 4.75% | -17.14% | 47.06% |
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between SSUMY and ORCL is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.28 |
The correlation between SSUMY and ORCL shifts across timeframes, from 0.11 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SSUMY:
$47.41B
ORCL:
$536.74B
SSUMY:
¥505.22
ORCL:
$5.86
SSUMY:
12.55
ORCL:
31.41
SSUMY:
0.95
ORCL:
1.29
SSUMY:
1.03
ORCL:
7.97
SSUMY:
1.63
ORCL:
12.47
SSUMY:
¥7.44T
ORCL:
$67.36B
SSUMY:
¥1.53T
ORCL:
$79.58B
SSUMY:
¥697.96B
ORCL:
$6.20B
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Return for Risk
SSUMY vs. ORCL — Risk / Return Rank
SSUMY
ORCL
SSUMY vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sumitomo Corp ADR (SSUMY) and Oracle Corporation (ORCL). 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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.84 | ||
| Sortino ratioReturn per unit of downside risk | +2.41 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.04 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | -0.12 | +2.80 |
| Martin ratioReturn relative to average drawdown | 7.46 | -0.20 | +7.66 |
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Drawdowns
SSUMY vs. ORCL - Drawdown Comparison
The maximum SSUMY drawdown since its inception was -68.39%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for SSUMY and ORCL.
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Drawdown Indicators
| SSUMY | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.39% | -84.19% | +15.80% |
Max Drawdown (1Y)Largest decline over 1 year | -21.05% | -58.25% | +37.20% |
Max Drawdown (3Y)Largest decline over 3 years | -28.69% | -58.25% | +29.56% |
Max Drawdown (5Y)Largest decline over 5 years | -32.33% | -58.25% | +25.92% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -58.25% | +14.80% |
Current DrawdownCurrent decline from peak | -18.73% | -43.48% | +24.75% |
Average DrawdownAverage peak-to-trough decline | -22.16% | -29.11% | +6.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.55% | 35.41% | -27.86% |
Volatility
SSUMY vs. ORCL - Volatility Comparison
The current volatility for Sumitomo Corp ADR (SSUMY) is 7.62%, while Oracle Corporation (ORCL) has a volatility of 23.44%. This indicates that SSUMY experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSUMY | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 23.44% | -15.82% |
Volatility (6M)Calculated over the trailing 6-month period | 28.13% | 43.42% | -15.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.62% | 65.91% | -33.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.12% | 42.16% | -15.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.21% | 35.12% | -9.91% |
Dividends
SSUMY vs. ORCL - Dividend Comparison
SSUMY has not paid dividends to shareholders, while ORCL's dividend yield for the trailing twelve months is around 1.09%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
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. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Sumitomo Corp ADR and Oracle 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
SSUMY and ORCL have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to SSUMY (7.62%). In terms of maximum drawdown, SSUMY dropped -68.39% vs ORCL's -84.19%.
SSUMY currently has the higher Sharpe Ratio (1.73 vs -0.11), 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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