Performance analysis of Sumitomo Mitsui Financial Group (SMFG)
Annual Return
Over the past 3 years, SMFG has had an average annual return of +45.62%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, SMFG has had an average annual return of +33.92%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, SMFG has had an average annual return of +19.44%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 27, 2006, SMFG has had an average annual return of +3.61%, underperforming the benchmark SPY, which returned +10.95% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +30.67% | +37.99% | +54.71% | +25.58% | +21.66% | +10.04% | -11.05% | +19.46% | -22.23% | +17.88% | +5.06% | +7.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -28.66% | +48.43% | +38.32% | -17.42% | +25.60% | -29.28% | -44.18% | -27.92% | -7.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.59% | +6.91% | -10.68% | +7.49% | +3.49% | +7.32% | +5.56% | +30.67% | |||||
| 2025 | +2.69% | +2.88% | +2.61% | -8.15% | +8.52% | -1.94% | +0.20% | +8.45% | +3.78% | -2.75% | +11.92% | +6.09% | +37.99% |
| 2024 | +6.31% | +8.25% | +7.16% | -3.83% | +15.82% | +2.29% | +7.97% | -8.63% | -2.71% | +1.10% | +15.98% | -2.16% | +54.71% |
| 2023 | +9.22% | -0.34% | -6.34% | +2.62% | -1.83% | +6.69% | +8.37% | -2.35% | +10.19% | -1.83% | +2.08% | -1.93% | +25.58% |
| 2022 | +5.89% | -0.84% | -12.06% | -4.46% | +1.84% | -3.28% | +8.29% | -5.32% | -6.36% | +1.80% | +21.43% | +17.95% | +21.66% |
| 2021 | +0.63% | +13.06% | +3.27% | -2.89% | +3.97% | -5.86% | -2.17% | +2.36% | +1.60% | -7.56% | -0.17% | +4.95% | +10.04% |
| 2020 | -5.26% | -9.26% | -22.11% | +9.81% | +9.51% | -2.43% | -4.82% | +9.92% | -1.96% | -0.90% | +4.16% | +6.93% | -11.05% |
| 2019 | +14.30% | -4.04% | +0.90% | +3.70% | -4.80% | +1.74% | -1.43% | -6.46% | +7.61% | +3.80% | +2.94% | +1.37% | +19.46% |
| 2018 | +4.49% | -4.07% | -0.54% | -1.18% | -1.31% | -6.26% | +2.57% | -1.38% | +4.06% | -3.49% | -5.42% | -11.18% | -22.23% |
| 2017 | +2.34% | -0.26% | -5.41% | +2.49% | -3.64% | +9.77% | +1.29% | -6.04% | +4.99% | +4.54% | +1.74% | +5.97% | +17.88% |
Drawdown analysis of Sumitomo Mitsui Financial Group (SMFG)
The maximum drawdown for the SMFG was -77.27%, occurring on Mar 9, 2009. Recovery took 3855 trading sessions.
The current SMFG drawdown is -6.07%.
Since Jan 27, 2006 SMFG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.27% | Apr 10, 2006 | 732 | Mar 9, 2009 | 3855 | Jul 2, 2024 | 4587 |
| -25.67% | Mar 21, 2025 | 11 | Apr 7, 2025 | 89 | Aug 14, 2025 | 100 |
| -21.40% | Jul 31, 2024 | 4 | Aug 6, 2024 | 71 | Nov 14, 2024 | 75 |
| -20.12% | Feb 13, 2026 | 30 | Mar 30, 2026 | 46 | Jun 4, 2026 | 76 |
| -11.10% | Jan 31, 2006 | 9 | Feb 13, 2006 | 39 | Apr 10, 2006 | 48 |
| -9.68% | Aug 15, 2025 | 39 | Oct 10, 2025 | 25 | Nov 14, 2025 | 64 |
| -9.28% | Dec 3, 2024 | 11 | Dec 18, 2024 | 39 | Feb 18, 2025 | 50 |
| -6.54% | Jun 18, 2026 | 7 | Jun 30, 2026 | 3 | Jul 6, 2026 | 10 |
| -6.07% | Jul 15, 2026 | 3 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.40% | Feb 19, 2025 | 14 | Mar 11, 2025 | 3 | Mar 14, 2025 | 17 |
| -5.38% | Nov 14, 2025 | 4 | Nov 20, 2025 | 4 | Nov 26, 2025 | 8 |
| -4.13% | Dec 15, 2025 | 2 | Dec 17, 2025 | 4 | Dec 23, 2025 | 6 |
| -3.94% | Jul 23, 2024 | 2 | Jul 25, 2024 | 4 | Jul 31, 2024 | 6 |
| -3.32% | Jan 15, 2026 | 4 | Jan 22, 2026 | 9 | Feb 4, 2026 | 13 |
| -2.69% | Nov 25, 2024 | 1 | Nov 26, 2024 | 2 | Nov 29, 2024 | 3 |
| -2.52% | Nov 14, 2024 | 2 | Nov 18, 2024 | 5 | Nov 25, 2024 | 7 |
| -2.50% | Jun 4, 2026 | 4 | Jun 10, 2026 | 1 | Jun 11, 2026 | 5 |
| -1.88% | Dec 24, 2025 | 4 | Dec 31, 2025 | 2 | Jan 5, 2026 | 6 |
| -1.81% | Jul 5, 2024 | 6 | Jul 15, 2024 | 1 | Jul 16, 2024 | 7 |
| -1.58% | Dec 5, 2025 | 2 | Dec 9, 2025 | 2 | Dec 11, 2025 | 4 |
| -1.45% | Jan 6, 2026 | 2 | Jan 8, 2026 | 1 | Jan 9, 2026 | 3 |
| -1.29% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -1.29% | Jul 16, 2024 | 1 | Jul 17, 2024 | 3 | Jul 22, 2024 | 4 |
| -1.28% | Dec 2, 2025 | 1 | Dec 3, 2025 | 2 | Dec 5, 2025 | 3 |
| -0.94% | Jun 12, 2026 | 2 | Jun 16, 2026 | 1 | Jun 17, 2026 | 3 |