SUN vs. MO
Compare and contrast key facts about Sunoco LP (SUN) and Altria Group, Inc. (MO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SUN or MO.
Correlation
The correlation between SUN and MO is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Maximize Your Portfolio’s Potential
Does your portfolio have the optimal asset allocation aligned with your goals? Find it out with our portfolio optimizer
Try portfolio optimization nowPerformance
SUN vs. MO - Performance Comparison
Key characteristics
SUN:
-0.24
MO:
2.43
SUN:
-0.17
MO:
3.45
SUN:
0.98
MO:
1.45
SUN:
-0.28
MO:
3.04
SUN:
-0.89
MO:
10.72
SUN:
6.62%
MO:
4.19%
SUN:
24.90%
MO:
18.51%
SUN:
-65.47%
MO:
-57.39%
SUN:
-13.53%
MO:
-7.26%
Fundamentals
SUN:
$7.20B
MO:
$94.55B
SUN:
$6.00
MO:
$6.54
SUN:
8.81
MO:
8.57
SUN:
-3.00
MO:
4.01
SUN:
$17.19B
MO:
$15.73B
SUN:
$1.28B
MO:
$11.09B
SUN:
$1.45B
MO:
$12.01B
Returns By Period
In the year-to-date period, SUN achieves a 2.74% return, which is significantly lower than MO's 8.36% return. Over the past 10 years, SUN has outperformed MO with an annualized return of 10.42%, while MO has yielded a comparatively lower 7.34% annualized return.
SUN
2.74%
-8.40%
1.10%
-4.48%
36.62%
10.42%
MO
8.36%
-1.95%
15.71%
44.51%
15.73%
7.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SUN vs. MO — Risk-Adjusted Performance Rank
SUN
MO
SUN vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and Altria Group, Inc. (MO). 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.
Dividends
SUN vs. MO - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 6.75%, less than MO's 7.26% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 6.64% | 6.75% | 5.59% | 7.67% | 8.09% | 11.48% | 10.80% | 12.15% | 11.63% | 12.16% | 6.77% | 4.13% |
MO Altria Group, Inc. | 7.17% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% |
Drawdowns
SUN vs. MO - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, which is greater than MO's maximum drawdown of -57.39%. Use the drawdown chart below to compare losses from any high point for SUN and MO. For additional features, visit the drawdowns tool.
Volatility
SUN vs. MO - Volatility Comparison
Sunoco LP (SUN) has a higher volatility of 11.33% compared to Altria Group, Inc. (MO) at 6.94%. This indicates that SUN's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SUN vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP and Altria 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
User Portfolios with SUN or MO
Recent discussions
Dividend Paying Stock Portfolio
4803heights
Transactional Portfolio Use
I am trying to understand how to make the best use of transactional portfolios. At first I thought it is useful when tracking the performance of a self-managed fund. You add cash to it, transact in equities, adding each transaction to the portfolio. It then shows you its performance wrt. to a benchmark. The broker does this for you anyway, but the whole reason I started evaluating Portfolioslab is so that I can separate my single broker account into thematic baskets ("thematic funds") and track their performance individually.
The transactional portfolio in Portfolioslab does not seem to work that way. It does not consider the changes in cash position, ie. any profit/loss made on equity transactions. It does not seem to be suited for track the assets of a fund, so to speak. What good is transactional portfolio then?
EG
Drawdowns and Data
Hi what data sources do you guys use for different ETF, and Mutual Data? Also are drawdowns calculated daily or monthly?
Thank You
Bee Zee