Performance analysis of Sun Life Financial (SLF)
Annual Return
Over the past 3 years, SLF has had an average annual return of +18.46%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SLF has had an average annual return of +10.93%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SLF has had an average annual return of +12.37%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 23, 2000, SLF has had an average annual return of +12.54%, outperforming the benchmark SPY, which returned +8.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.89% | +9.74% | +19.52% | +17.74% | -12.87% | +29.76% | +1.49% | +42.74% | -16.33% | +11.17% | +28.84% | -9.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +6.26% | +39.56% | +52.52% | -34.97% | +10.51% | +32.39% | -56.80% | +35.76% | +8.41% | +22.98% | +38.19% | +51.62% |
| 2002 | 2001 | 2000 | |||||||||
| -19.35% | -16.85% | +186.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.03% | +5.05% | -4.56% | +15.22% | +0.56% | +1.31% | +18.89% | ||||||
| 2025 | -2.85% | -2.61% | +3.08% | +4% | +9.65% | +2.78% | -8.20% | -3.16% | +2.74% | +1.38% | -1.78% | +5.55% | +9.74% |
| 2024 | -0% | +3.53% | +2.75% | -6.49% | -0.60% | -2.27% | +1.27% | +11.13% | +6.42% | -4.48% | +11.86% | -3.34% | +19.52% |
| 2023 | +8.21% | -2.79% | -3.31% | +5.10% | -0.28% | +7.71% | +0.94% | -5.83% | +0.04% | -6.41% | +12.22% | +2.69% | +17.74% |
| 2022 | +1.63% | -7.14% | +7.31% | -10.89% | -0.79% | -6.15% | +1.38% | -4.01% | -9.78% | +6.77% | +12.96% | -2.07% | -12.87% |
| 2021 | +4.05% | +4.84% | +5.18% | +6.71% | +0.71% | -4.31% | +0.95% | -0.31% | +0.02% | +10.73% | -5.95% | +4.92% | +29.76% |
| 2020 | +3.18% | -7.16% | -25.79% | +7.04% | +1.27% | +6.83% | +6.04% | +8.23% | -2.49% | -2.23% | +12.75% | -0.07% | +1.49% |
| 2019 | +8.74% | +5.79% | +1.61% | +8.12% | -5.50% | +6.43% | +0.07% | +0.07% | +9.27% | +0.16% | +2.69% | -0.22% | +42.74% |
| 2018 | +5.11% | -4.02% | -0.12% | +0.39% | +1.02% | -2.88% | +1.87% | -1.93% | +0.05% | -7.95% | +1.58% | -9.79% | -16.33% |
| 2017 | +2.73% | -7.75% | +1.57% | -3.36% | -7.31% | +9.19% | +7.22% | +1.30% | +3.73% | -2.24% | +2.74% | +4.35% | +11.17% |
Drawdown analysis of Sun Life Financial (SLF)
The maximum drawdown for the SLF was -78.55%, occurring on Mar 9, 2009. Recovery took 1935 trading sessions.
Since Mar 23, 2000 SLF has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.55% | Oct 31, 2007 | 339 | Mar 9, 2009 | 1935 | Nov 10, 2016 | 2274 |
| -50.82% | Feb 14, 2020 | 25 | Mar 23, 2020 | 209 | Jan 20, 2021 | 234 |
| -42.49% | Dec 29, 2000 | 441 | Oct 7, 2002 | 259 | Oct 16, 2003 | 700 |
| -30.75% | Feb 9, 2022 | 169 | Oct 12, 2022 | 333 | Feb 9, 2024 | 502 |
| -24.79% | Jan 22, 2018 | 233 | Dec 24, 2018 | 129 | Jul 1, 2019 | 362 |
| -18.09% | Feb 15, 2017 | 76 | Jun 6, 2017 | 78 | Sep 26, 2017 | 154 |
| -16.46% | Sep 6, 2000 | 26 | Oct 12, 2000 | 16 | Nov 3, 2000 | 42 |
| -14.91% | Jun 30, 2025 | 28 | Aug 8, 2025 | 123 | Feb 4, 2026 | 151 |
| -14.34% | Mar 3, 2006 | 111 | Aug 10, 2006 | 68 | Nov 15, 2006 | 179 |
| -13.92% | Dec 5, 2024 | 83 | Apr 8, 2025 | 22 | May 9, 2025 | 105 |
| -13.65% | Mar 13, 2024 | 99 | Aug 5, 2024 | 15 | Aug 26, 2024 | 114 |
| -11.44% | Feb 15, 2005 | 49 | Apr 27, 2005 | 41 | Jun 24, 2005 | 90 |
| -10.77% | Apr 5, 2004 | 29 | May 17, 2004 | 15 | Jun 8, 2004 | 44 |
| -10.76% | Nov 8, 2000 | 10 | Nov 22, 2000 | 9 | Dec 6, 2000 | 19 |
| -10.08% | Feb 13, 2026 | 29 | Mar 27, 2026 | 12 | Apr 15, 2026 | 41 |
| -10.08% | Jul 26, 2000 | 3 | Jul 31, 2000 | 10 | Aug 14, 2000 | 13 |
| -9.79% | Jul 2, 2004 | 28 | Aug 12, 2004 | 27 | Sep 21, 2004 | 55 |
| -9.75% | Aug 8, 2007 | 6 | Aug 16, 2007 | 17 | Sep 11, 2007 | 23 |
| -8.87% | Dec 8, 2006 | 17 | Jan 5, 2007 | 26 | Feb 13, 2007 | 43 |
| -8.76% | May 5, 2021 | 51 | Jul 19, 2021 | 55 | Oct 5, 2021 | 106 |
| -8.64% | Jul 17, 2019 | 20 | Aug 14, 2019 | 15 | Sep 5, 2019 | 35 |
| -8.24% | Feb 17, 2004 | 19 | Mar 15, 2004 | 14 | Apr 2, 2004 | 33 |
| -7.92% | Jul 23, 2007 | 5 | Jul 30, 2007 | 7 | Aug 8, 2007 | 12 |
| -7.80% | Nov 3, 2021 | 19 | Dec 1, 2021 | 29 | Jan 12, 2022 | 48 |
| -7.53% | Apr 12, 2000 | 2 | Apr 14, 2000 | 6 | Apr 25, 2000 | 8 |