SUN vs. PNNT
SUN (Sunoco LP) and PNNT (PennantPark Investment Corporation) are both stocks. SUN operates in Oil & Gas Refining & Marketing (Energy), while PNNT operates in Asset Management (Financial Services). Over the past 10 years, SUN returned 18.61%/yr vs 6.83%/yr for PNNT. At a 0.24 correlation, their price movements are largely independent.
Performance
SUN vs. PNNT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SUN achieves a 28.86% return, which is significantly higher than PNNT's -30.57% return. Over the past 10 years, SUN has outperformed PNNT with an annualized return of 18.61%, while PNNT has yielded a comparatively lower 6.83% annualized return.
SUN
- 1D
- -1.15%
- 1M
- -2.20%
- YTD
- 28.86%
- 6M
- 25.56%
- 1Y
- 29.97%
- 3Y*
- 21.63%
- 5Y*
- 20.04%
- 10Y*
- 18.61%
PNNT
- 1D
- -1.30%
- 1M
- -15.02%
- YTD
- -30.57%
- 6M
- -29.01%
- 1Y
- -33.64%
- 3Y*
- 0.71%
- 5Y*
- 0.56%
- 10Y*
- 6.83%
SUN vs. PNNT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SUN Sunoco LP | 28.86% | 8.88% | -8.59% | 49.38% | 13.95% | 55.26% | 6.28% | 24.78% | 7.71% | 17.86% |
PNNT PennantPark Investment Corporation | -30.57% | -2.96% | 16.56% | 37.25% | -8.90% | 61.71% | -17.99% | 14.30% | 2.05% | -0.65% |
Correlation
The correlation between SUN and PNNT is 0.03, 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 | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.24 |
Over the past year, the correlation between SUN and PNNT has dropped to 0.03 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
Fundamentals
SUN:
$0.06
PNNT:
$302.41
SUN:
1.02K
PNNT:
0.01
SUN:
42.48
PNNT:
2.18
SUN:
$20.02B
PNNT:
$85.01M
SUN:
$1.75B
PNNT:
$24.12M
SUN:
$2.10B
PNNT:
$16.10M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SUN vs. PNNT — Risk / Return Rank
SUN
PNNT
SUN vs. PNNT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sunoco LP (SUN) and PennantPark Investment Corporation (PNNT). 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.
| SUN | PNNT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.56 | ||
| Sortino ratioReturn per unit of downside risk | +3.54 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.78 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | -0.79 | +3.55 |
| Martin ratioReturn relative to average drawdown | 7.02 | -1.69 | +8.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SUN | PNNT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | -1.25 | +2.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.02 | +0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.21 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.13 | +0.40 |
Drawdowns
SUN vs. PNNT - Drawdown Comparison
The maximum SUN drawdown since its inception was -65.47%, smaller than the maximum PNNT drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for SUN and PNNT.
Loading charts...
Drawdown Indicators
| SUN | PNNT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -82.16% | +16.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.91% | -42.61% | +31.70% |
Max Drawdown (3Y)Largest decline over 3 years | -21.29% | -42.61% | +21.32% |
Max Drawdown (5Y)Largest decline over 5 years | -21.29% | -42.61% | +21.32% |
Max Drawdown (10Y)Largest decline over 10 years | -62.94% | -69.14% | +6.20% |
Current DrawdownCurrent decline from peak | -9.29% | -40.90% | +31.61% |
Average DrawdownAverage peak-to-trough decline | -16.31% | -15.28% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 19.92% | -15.64% |
Volatility
SUN vs. PNNT - Volatility Comparison
The current volatility for Sunoco LP (SUN) is 8.42%, while PennantPark Investment Corporation (PNNT) has a volatility of 14.65%. This indicates that SUN experiences smaller price fluctuations and is considered to be less risky than PNNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SUN | PNNT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.42% | 14.65% | -6.23% |
Volatility (6M)Calculated over the trailing 6-month period | 16.61% | 23.99% | -7.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 27.16% | -4.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.62% | 23.80% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.75% | 32.77% | -1.02% |
Dividends
SUN vs. PNNT - Dividend Comparison
SUN's dividend yield for the trailing twelve months is around 5.73%, less than PNNT's 25.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNNT PennantPark Investment Corporation | 25.20% | 16.11% | 12.85% | 11.65% | 10.43% | 6.93% | 11.71% | 11.03% | 11.30% | 10.42% | 14.62% | 18.12% |
SUN Sunoco LP | 5.73% | 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. PNNT - Financials Comparison
This section allows you to compare key financial metrics between Sunoco LP and PennantPark Investment 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 PNNT have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PNNT has higher volatility (14.65%) compared to SUN (8.42%). In terms of maximum drawdown, SUN dropped -65.47% vs PNNT's -82.16%.
SUN currently has the higher Sharpe Ratio (1.32 vs -1.25), 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.
Find the right allocation for SUN and PNNT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer