SUN vs. GE
SUN (Sunoco LP) and GE (General Electric Company) are both stocks. SUN operates in Oil & Gas Refining & Marketing (Energy), while GE operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, SUN returned 19.84%/yr vs 10.46%/yr for GE. Their 0.20 correlation means their historical movements had little consistent relationship.
Performance
SUN vs. GE - Performance Comparison
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Returns By Period
In the year-to-date period, SUN achieves a 50.90% return, which is significantly higher than GE's 17.21% return. Over the past 10 years, SUN has outperformed GE with an annualized return of 19.84%, while GE has yielded a comparatively lower 10.46% annualized return.
SUN
- 1D
- 0.95%
- 1M
- 12.32%
- 6M
- 37.35%
- YTD
- 50.90%
- 1Y
- 52.60%
- 3Y*
- 26.72%
- 5Y*
- 23.41%
- 10Y*
- 19.84%
- ALL TIME*
- 18.18%
GE
- 1D
- 1.42%
- 1M
- -4.50%
- 6M
- 17.68%
- YTD
- 17.21%
- 1Y
- 34.35%
- 3Y*
- 59.40%
- 5Y*
- 41.70%
- 10Y*
- 10.46%
- ALL TIME*
- 8.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.27B | $1.39B | $1.61B | |
SUN Sunoco LP | $37.03M | $33.51M | $34.47M |
SUN vs. GE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 50.90% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
GE General Electric Company | 17.21% | 85.73% | 64.83% | 95.71% | -10.92% | 9.69% | -2.73% | 54.00% | -55.39% | -42.92% |
Correlation
The correlation between SUN and GE is -0.18, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.03 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.15 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.20 |
The correlation between SUN and GE shifts across timeframes, from -0.18 (1 year) to 0.20 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
SUN:
$10.48B
GE:
$373.60B
SUN:
$0.05
GE:
$8.48
SUN:
1.59K
GE:
42.46
SUN:
66.16
GE:
7.52
SUN:
1.53K
GE:
21.41
SUN:
$20.02B
GE:
$50.68B
SUN:
$1.75B
GE:
$17.96B
SUN:
$2.10B
GE:
$11.56B
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Return for Risk
SUN vs. GE — Risk / Return Rank
SUN
GE
SUN vs. GE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and General Electric Company (GE). 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.
| SUN | GE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.96 | ||
| Sortino ratioReturn per unit of downside risk | +1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.20 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 1.61 | +1.85 |
| Martin ratioReturn relative to average drawdown | 10.66 | 4.25 | +6.41 |
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Drawdowns
SUN vs. GE - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, smaller than the maximum GE drawdown of -85.53%. Use the drawdown chart below to compare losses from any high point for SUN and GE.
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Drawdown Indicators
| SUN | GE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -85.53% | +20.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.96% | -20.85% | +6.89% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -21.36% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -44.94% | +23.65% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -80.94% | +18.00% |
Current DrawdownCurrent decline from peak | 0.00% | -4.91% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -16.19% | -25.74% | +9.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 7.91% | -2.95% |
Volatility
SUN vs. GE - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 6.78%, while General Electric Company (GE) has a volatility of 9.01%. This indicates that SUN experiences smaller price fluctuations and is considered to be less risky than GE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUN | GE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 9.01% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 25.88% | -6.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.14% | 32.16% | -8.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.96% | 30.96% | -7.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.79% | 36.44% | -4.65% |
Dividends
SUN vs. GE - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 4.89%, more than GE's 0.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GE General Electric Company | 0.46% | 0.47% | 0.67% | 0.25% | 0.38% | 0.34% | 0.37% | 4.12% | 4.89% | 4.81% | 2.94% | 2.95% |
SUN Sunoco LP | 4.89% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Financials
SUN vs. GE - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP and General Electric Company. 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
SUN and GE have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GE has higher volatility (9.01%) compared to SUN (6.78%). In terms of maximum drawdown, SUN dropped -65.47% vs GE's -85.53%.
SUN currently has the higher Sharpe Ratio (2.00 vs 1.05), 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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