Performance analysis of Sun Communities (SUI)
Annual Return
Over the past 3 years, SUI has had an average annual return of +1.02%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SUI has had an average annual return of -3.60%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SUI has had an average annual return of +8.89%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, SUI has had an average annual return of +11.44%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.86% | +7.53% | -5.21% | -3.83% | -30.31% | +40.79% | +3.61% | +50.90% | +12.86% | +24.92% | +15.72% | +17.85% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +49.16% | +12.95% | +15.87% | +19.66% | +85.99% | +67.55% | -22.78% | -29.36% | +11.25% | -16.31% | +10.93% | +12.70% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +4.28% | +18.41% | +11.09% | -0.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.84% | +7.09% | -6.87% | +1.49% | -3.27% | -2.53% | -1.86% | ||||||
| 2025 | +2.87% | +7.63% | -4.83% | -3.27% | +2.55% | +3.31% | -1.95% | +2.29% | +2.50% | -1.86% | +1.77% | -3.02% | +7.53% |
| 2024 | -6.21% | +6.71% | -3.16% | -13.42% | +5.99% | +2.79% | +5.31% | +6.72% | +0.63% | -1.83% | -4.79% | -1.92% | -5.21% |
| 2023 | +9.69% | -8.75% | -0.92% | -1.38% | -8.85% | +3.77% | -0.12% | -6.05% | -2.57% | -6.00% | +16.27% | +4.04% | -3.83% |
| 2022 | -10.01% | -4.21% | -2.68% | +0.16% | -6.52% | -2.37% | +2.89% | -6.25% | -11.38% | -0.35% | +8.94% | -2.06% | -30.31% |
| 2021 | -5.80% | +6.16% | -0.71% | +11.19% | +0.35% | +2.87% | +14.42% | +2.74% | -7.73% | +5.88% | -3.78% | +11.78% | +40.79% |
| 2020 | +8.04% | -5.73% | -17.81% | +7.65% | +2.08% | -0.52% | +10.50% | -0.57% | -5.15% | -2.12% | +1% | +9.89% | +3.61% |
| 2019 | +8.06% | +3.33% | +5.02% | +3.85% | +2.59% | +2.12% | +3.60% | +11.29% | +0.95% | +9.57% | +1.27% | -8.41% | +50.90% |
| 2018 | -4.25% | -1.44% | +5.16% | +2.71% | +3.02% | +1.98% | -0.94% | +6.41% | -0.89% | -1.05% | +3.61% | -1.61% | +12.86% |
| 2017 | +2.81% | +5.17% | -2.20% | +4.08% | +3.03% | +2.58% | +1.50% | +1.46% | -4.38% | +5.35% | +3.10% | +0.42% | +24.92% |
Drawdown analysis of Sun Communities (SUI)
The maximum drawdown for the SUI was -73.74%, occurring on Mar 5, 2009. Recovery took 260 trading sessions.
The current SUI drawdown is -32.96%.
Since Nov 1, 1999 SUI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 9 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.74% | Oct 30, 2006 | 589 | Mar 5, 2009 | 260 | Mar 17, 2010 | 849 |
| -48.72% | Dec 31, 2021 | 456 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -40.96% | Feb 21, 2020 | 21 | Mar 23, 2020 | 296 | May 25, 2021 | 317 |
| -27.98% | May 21, 2013 | 143 | Dec 12, 2013 | 160 | Aug 4, 2014 | 303 |
| -22.38% | Mar 31, 2004 | 425 | Dec 6, 2005 | 226 | Oct 30, 2006 | 651 |
| -21.64% | Jan 19, 2000 | 43 | Mar 21, 2000 | 193 | Dec 22, 2000 | 236 |
| -21.51% | Aug 3, 2012 | 71 | Nov 15, 2012 | 63 | Feb 19, 2013 | 134 |
| -20.81% | Jul 22, 2011 | 11 | Aug 8, 2011 | 28 | Sep 16, 2011 | 39 |
| -20.13% | Jun 26, 2002 | 73 | Oct 9, 2002 | 155 | May 22, 2003 | 228 |
| -17.49% | May 13, 2010 | 36 | Jul 6, 2010 | 53 | Sep 20, 2010 | 89 |
| -15.91% | Sep 16, 2011 | 11 | Oct 3, 2011 | 77 | Jan 24, 2012 | 88 |
| -13.74% | Mar 20, 2015 | 31 | May 5, 2015 | 62 | Aug 3, 2015 | 93 |
| -12.83% | Sep 26, 2016 | 38 | Nov 17, 2016 | 57 | Feb 10, 2017 | 95 |
| -11.99% | Oct 26, 2015 | 14 | Nov 13, 2015 | 83 | Mar 16, 2016 | 97 |
| -11.62% | Dec 28, 2000 | 37 | Feb 22, 2001 | 72 | Jun 6, 2001 | 109 |
| -11.54% | Dec 8, 2017 | 41 | Feb 8, 2018 | 60 | May 7, 2018 | 101 |
| -11.19% | Sep 2, 2021 | 19 | Sep 30, 2021 | 61 | Dec 28, 2021 | 80 |
| -10.68% | Nov 27, 2019 | 26 | Jan 7, 2020 | 24 | Feb 11, 2020 | 50 |
| -10.49% | Nov 3, 1999 | 24 | Dec 8, 1999 | 22 | Jan 10, 2000 | 46 |
| -10.00% | Jul 30, 2003 | 69 | Nov 5, 2003 | 59 | Feb 2, 2004 | 128 |
| -9.92% | Dec 6, 2018 | 12 | Dec 24, 2018 | 24 | Jan 30, 2019 | 36 |
| -9.88% | May 3, 2012 | 21 | Jun 4, 2012 | 19 | Jun 29, 2012 | 40 |
| -9.55% | Aug 3, 2015 | 24 | Sep 4, 2015 | 29 | Oct 16, 2015 | 53 |
| -8.98% | May 31, 2011 | 9 | Jun 13, 2011 | 27 | Jul 21, 2011 | 36 |
| -7.25% | Nov 5, 2010 | 7 | Nov 16, 2010 | 57 | Feb 8, 2011 | 64 |