SUN vs. GLAD
SUN (Sunoco LP) and GLAD (Gladstone Capital Corporation) are both stocks. SUN operates in Oil & Gas Refining & Marketing (Energy), while GLAD operates in Asset Management (Financial Services). Over the past 10 years, SUN returned 17.87%/yr vs 12.17%/yr for GLAD. At a 0.22 correlation, their price movements are largely independent.
Performance
SUN vs. GLAD - Performance Comparison
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Returns By Period
In the year-to-date period, SUN achieves a 23.47% return, which is significantly higher than GLAD's -7.00% return. Over the past 10 years, SUN has outperformed GLAD with an annualized return of 17.87%, while GLAD has yielded a comparatively lower 12.17% annualized return.
SUN
- 1D
- -1.18%
- 1M
- -10.75%
- YTD
- 23.47%
- 6M
- 22.89%
- 1Y
- 25.23%
- 3Y*
- 20.84%
- 5Y*
- 18.49%
- 10Y*
- 17.87%
GLAD
- 1D
- -1.23%
- 1M
- -2.59%
- YTD
- -7.00%
- 6M
- -5.72%
- 1Y
- -24.17%
- 3Y*
- 8.76%
- 5Y*
- 4.59%
- 10Y*
- 12.17%
SUN vs. GLAD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 23.47% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
GLAD Gladstone Capital Corporation | -7.00% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
Correlation
The correlation between SUN and GLAD is 0.00, 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 | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.22 |
Over the past year, the correlation between SUN and GLAD has dropped to 0.00 - well below their long-term average of 0.22, suggesting their price drivers have been diverging.
Fundamentals
SUN:
$3.23T
GLAD:
$523.62M
SUN:
$0.06
GLAD:
$1.09
SUN:
976.05
GLAD:
17.01
SUN:
40.71
GLAD:
7.13
SUN:
1.25K
GLAD:
1.08
SUN:
$20.02B
GLAD:
$66.59M
SUN:
$1.75B
GLAD:
$28.95M
SUN:
$2.10B
GLAD:
$27.90M
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Return for Risk
SUN vs. GLAD — Risk / Return Rank
SUN
GLAD
SUN vs. GLAD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and Gladstone Capital Corporation (GLAD). 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 | GLAD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.04 | ||
| Sortino ratioReturn per unit of downside risk | +2.83 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 0.85 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | -0.62 | +2.55 |
| Martin ratioReturn relative to average drawdown | 5.31 | -0.93 | +6.25 |
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Drawdowns
SUN vs. GLAD - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, smaller than the maximum GLAD drawdown of -74.87%. Use the drawdown chart below to compare losses from any high point for SUN and GLAD.
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Drawdown Indicators
| SUN | GLAD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -74.87% | +9.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -39.22% | +26.13% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -39.59% | +18.30% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -39.59% | +18.30% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -58.37% | -4.57% |
Current DrawdownCurrent decline from peak | -13.09% | -31.52% | +18.43% |
Average DrawdownAverage peak-to-trough decline | -16.30% | -18.72% | +2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 25.91% | -21.15% |
Volatility
SUN vs. GLAD - Volatility Comparison
Sunoco LP (SUN) has a higher volatility of 7.94% compared to Gladstone Capital Corporation (GLAD) at 6.72%. This indicates that SUN's price experiences larger fluctuations and is considered to be riskier than GLAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUN | GLAD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.94% | 6.72% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 17.09% | 19.27% | -2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.16% | 25.72% | -2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.65% | 23.64% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.74% | 30.05% | +1.69% |
Dividends
SUN vs. GLAD - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 5.98%, less than GLAD's 9.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 9.72% | 9.85% | 8.37% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% |
SUN Sunoco LP | 5.98% | 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. GLAD - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP and Gladstone Capital 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
SUN and GLAD have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (7.94%) compared to GLAD (6.72%). In terms of maximum drawdown, SUN dropped -65.47% vs GLAD's -74.87%.
SUN currently has the higher Sharpe Ratio (1.10 vs -0.94), 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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