SUNS vs. SUN

Last updated Jul 22, 2026

SUNS (Sunrise Realty Trust, Inc) and SUN (Sunoco LP) are both stocks. SUNS operates in REIT - Mortgage (Real Estate), while SUN operates in Oil & Gas Refining & Marketing (Energy). Over the past year, SUNS returned -10.52% vs 52.60% for SUN. At a 0.05 correlation, their price movements are largely independent.

Performance

SUNS vs. SUN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sunrise Realty Trust, Inc (SUNS) and Sunoco LP (SUN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SUNS achieves a -7.58% return, which is significantly lower than SUN's 47.56% return.

SUNS

• 1D: 0.25%
• 1M: -0.87%
• 6M: -4.33%
• YTD: -7.58%
• 1Y: -10.52%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 8.67%

SUN

• 1D: 0.15%
• 1M: 18.09%
• 6M: 33.71%
• YTD: 47.56%
• 1Y: 52.60%
• 3Y*: 26.73%
• 5Y*: 23.77%
• 10Y*: 19.76%
• ALL TIME*: 18.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SUNS vs. SUN - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SUNS Sunrise Realty Trust, Inc	-7.58%	-25.02%	70.84%
SUN Sunoco LP	47.56%	8.88%	-6.28%

Correlation

The correlation between SUNS and SUN is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.12
Correlation (All Time) Calculated using the full available price history since Jul 10, 2024	0.05

The correlation between SUNS and SUN shifts across timeframes, from -0.12 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap SUNS : $109.36M SUN : $10.25B
EPS SUNS : $1.01 SUN : $0.05
PE Ratio SUNS : 7.99 SUN : 1.55K
PS Ratio SUNS : 3.35 SUN : 64.69
PB Ratio SUNS : 0.59 SUN : 1.49K
Total Revenue (TTM) SUNS : $31.69M SUN : $20.02B
Gross Profit (TTM) SUNS : $25.08M SUN : $1.75B
EBITDA (TTM) SUNS : $18.21M SUN : $2.10B

Return for Risk

SUNS vs. SUN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SUNS

SUNS Risk / Return Rank: 31
SUNS Sharpe Ratio Rank: 30
SUNS Sortino Ratio Rank: 27
SUNS Omega Ratio Rank: 28
SUNS Calmar Ratio Rank: 34
SUNS Martin Ratio Rank: 34

SUN

SUN Risk / Return Rank: 91
SUN Sharpe Ratio Rank: 93
SUN Sortino Ratio Rank: 91
SUN Omega Ratio Rank: 89
SUN Calmar Ratio Rank: 91
SUN Martin Ratio Rank: 92

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.

SUNS vs. SUN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sunrise Realty Trust, Inc (SUNS) and Sunoco LP (SUN). 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.

	SUNS	SUN	Difference
Sharpe ratio: Return per unit of total volatility	-0.34	2.20	-2.54
Sortino ratio: Return per unit of downside risk	-0.32	2.85	-3.16
Omega ratio: Gain probability vs. loss probability	0.97	1.35	-0.38
Calmar ratio: Return relative to maximum drawdown	-0.34	3.79	-4.13
Martin ratio: Return relative to average drawdown	-0.60	10.65	-11.25

SUNS vs. SUN - Sharpe Ratio Comparison

The current SUNS Sharpe Ratio is -0.34, which is lower than the SUN Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of SUNS and SUN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SUNS vs. SUN - Drawdown Comparison

The maximum SUNS drawdown since its inception was -44.27%, smaller than the maximum SUN drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for SUNS and SUN.

Drawdown Indicators

	SUNS	SUN	Difference
Max Drawdown Largest peak-to-trough decline	-44.27%	-65.47%	+21.20%
Max Drawdown (1Y) Largest decline over 1 year	-30.82%	-13.96%	-16.86%
Max Drawdown (3Y) Largest decline over 3 years	—	-21.29%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.29%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-62.94%	—
Current Drawdown Current decline from peak	-35.31%	0.00%	-35.31%
Average Drawdown Average peak-to-trough decline	-24.16%	-16.23%	-7.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	17.49%	4.95%	+12.54%

Volatility

SUNS vs. SUN - Volatility Comparison

Sunrise Realty Trust, Inc (SUNS) and Sunoco LP (SUN) have volatilities of 9.89% and 10.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SUNS	SUN	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.89%	10.25%	-0.36%
Volatility (6M) Calculated over the trailing 6-month period	21.00%	19.25%	+1.75%
Volatility (1Y) Calculated over the trailing 1-year period	30.85%	24.12%	+6.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.15%	23.97%	+26.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.15%	31.78%	+18.37%

Dividends

SUNS vs. SUN - Dividend Comparison

SUNS's dividend yield for the trailing twelve months is around 14.83%, more than SUN's 5.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SUN Sunoco LP	5.00%	6.89%	6.74%	5.59%	7.66%	8.09%	11.47%	10.79%	12.14%	11.63%	12.16%	6.78%
SUNS Sunrise Realty Trust, Inc	14.83%	12.73%	4.47%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both SUNS and SUN in my portfolio?

SUNS and SUN have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SUNS or SUN?

SUN has higher volatility (10.25%) compared to SUNS (9.89%). In terms of maximum drawdown, SUNS dropped -44.27% vs SUN's -65.47%.

Which has better risk-adjusted returns?

SUN currently has the higher Sharpe Ratio (2.20 vs -0.34), 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.