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SUI vs. CGL-C.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SUI vs. CGL-C.TO

Last updated Jun 16, 2026

SUI (Sun Communities, Inc.) is a stock, while CGL-C.TO (iShares Gold Bullion ETF) is Gold fund tracking the LBMA Gold Price (CAD). Over the past 10 years, SUI returned 8.84%/yr vs 12.13%/yr for CGL-C.TO. At a 0.02 correlation, their price movements are largely independent.

Performance

SUI vs. CGL-C.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sun Communities, Inc. (SUI) and iShares Gold Bullion ETF (CGL-C.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, SUI achieves a 1.30% return, which is significantly higher than CGL-C.TO's -0.02% return. Over the past 10 years, SUI has underperformed CGL-C.TO with an annualized return of 8.84%, while CGL-C.TO has yielded a comparatively higher 12.13% annualized return.

SUI

1D
-2.00%
1M
3.32%
YTD
1.30%
6M
2.17%
1Y
4.08%
3Y*
1.51%
5Y*
-3.23%
10Y*
8.84%

CGL-C.TO

1D
2.63%
1M
-5.00%
YTD
-0.02%
6M
0.27%
1Y
25.26%
3Y*
29.60%
5Y*
17.95%
10Y*
12.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SUI vs. CGL-C.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SUI
Sun Communities, Inc.		1.30%7.49%-5.19%-3.81%-30.32%40.79%3.58%50.91%12.89%24.94%
CGL-C.TO
iShares Gold Bullion ETF		-0.02%62.99%26.68%12.82%-0.22%-4.80%24.71%16.80%-1.43%11.88%

Correlation

The correlation between SUI and CGL-C.TO is 0.10, 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

0.10

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

0.09

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

0.04

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

0.06

Correlation (All Time)
Calculated using the full available price history since Jan 24, 2012

0.02

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Sun Communities, Inc.

iShares Gold Bullion ETF

Often compared with SUI:
SUI vs. BTC-USDSUI vs. ELSSUI vs. NVDASUI vs. SOLSUI vs. VOOSUI vs. SGO.PASUI vs. SCHD
Often compared with CGL-C.TO:
CGL-C.TO vs. CGL.TOCGL-C.TO vs. MNT.TOCGL-C.TO vs. GLDCGL-C.TO vs. PHYS.TOCGL-C.TO vs. ZGLD.TOCGL-C.TO vs. ABX.TOCGL-C.TO vs. XMD.TO

Return for Risk

SUI vs. CGL-C.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SUI
SUI Risk / Return Rank: 4747
Overall Rank
SUI Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
SUI Sortino Ratio Rank: 4242
Sortino Ratio Rank
SUI Omega Ratio Rank: 4040
Omega Ratio Rank
SUI Calmar Ratio Rank: 5151
Calmar Ratio Rank
SUI Martin Ratio Rank: 5252
Martin Ratio Rank
CGL-C.TO
CGL-C.TO Risk / Return Rank: 3232
Overall Rank
CGL-C.TO Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
CGL-C.TO Sortino Ratio Rank: 3030
Sortino Ratio Rank
CGL-C.TO Omega Ratio Rank: 3636
Omega Ratio Rank
CGL-C.TO Calmar Ratio Rank: 2929
Calmar Ratio Rank
CGL-C.TO Martin Ratio Rank: 2929
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.

SUI vs. CGL-C.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sun Communities, Inc. (SUI) and iShares Gold Bullion ETF (CGL-C.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.

SUICGL-C.TODifference
Sharpe ratioReturn per unit of total volatility
0.21
0.95

-0.74

Sortino ratioReturn per unit of downside risk
0.45
1.34

-0.89

Omega ratioGain probability vs. loss probability

1.05

1.20

-0.14

Calmar ratioReturn relative to maximum drawdown

0.36

1.04

-0.69

Martin ratioReturn relative to average drawdown

0.87

3.00

-2.13

SUI vs. CGL-C.TO - Sharpe Ratio Comparison

The current SUI Sharpe Ratio is 0.21, which is lower than the CGL-C.TO Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of SUI and CGL-C.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

SUI vs. CGL-C.TO - Drawdown Comparison

The maximum SUI drawdown since its inception was -74.04%, which is greater than CGL-C.TO's maximum drawdown of -42.11%. Use the drawdown chart below to compare losses from any high point for SUI and CGL-C.TO.

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Drawdown Indicators

SUICGL-C.TODifference

Max Drawdown

Largest peak-to-trough decline

-74.04%

-42.11%

-31.93%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-24.32%

+12.84%

Max Drawdown (3Y)

Largest decline over 3 years

-26.48%

-24.32%

-2.16%

Max Drawdown (5Y)

Largest decline over 5 years

-48.72%

-24.32%

-24.40%

Max Drawdown (10Y)

Largest decline over 10 years

-48.72%

-24.32%

-24.40%

Current Drawdown

Current decline from peak

-30.80%

-19.73%

-11.07%

Average Drawdown

Average peak-to-trough decline

-11.77%

-18.51%

+6.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.71%

8.46%

-3.75%

Volatility

SUI vs. CGL-C.TO - Volatility Comparison

The current volatility for Sun Communities, Inc. (SUI) is 6.72%, while iShares Gold Bullion ETF (CGL-C.TO) has a volatility of 8.18%. This indicates that SUI experiences smaller price fluctuations and is considered to be less risky than CGL-C.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SUICGL-C.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

8.18%

-1.46%

Volatility (6M)

Calculated over the trailing 6-month period

13.36%

23.01%

-9.65%

Volatility (1Y)

Calculated over the trailing 1-year period

19.47%

26.82%

-7.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.92%

18.25%

+6.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.66%

16.75%

+8.91%

Dividends

SUI vs. CGL-C.TO - Dividend Comparison

SUI's dividend yield for the trailing twelve months is around 3.41%, while CGL-C.TO has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
CGL-C.TO
iShares Gold Bullion ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SUI
Sun Communities, Inc.		3.41%6.50%3.06%2.78%2.46%1.58%2.08%2.00%2.79%2.89%3.39%3.79%

Frequently Asked Questions

SUI and CGL-C.TO have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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