AGNCN vs SUN

Comparison between AGNC Investment Corp (AGNCN, Company) and Sunoco LP (SUN, Company).

AGNCN is from the Real Estate sector, while SUN is from the Energy sector.

5-Year PerformanceSUN has outperformed AGNCN, delivering a return of +19.6% compared to +8.6%

AGNCN vs SUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGNCN(COMPANY)	SUN(COMPANY)
Market Cap	$8.78B	$8.73B
Max Drawdown	53.98%	79.87%
Sharpe Ratio	1.21	1.07
5Y Beta	0.06	0.37
Industry	Reit - Mortgage	Oil & Gas Refining & Marketing
P/E Ratio	N/A	9.99
Forward P/E	N/A	12.90
PEG Ratio	N/A	0.75
Dividend Yield	5.56%	5.90%
5Y Dividends CAGR	11.31%	13.42%
5Y EPS CAGR	N/A	0.77%
Debt to Equity	N/A	57.77%
Free Cash Flow Yield	N/A	9.56%
P/S Ratio	4.89	N/A

Market Cap

Winner

AGNCN

$8.78B

SUN

$8.73B

Max Drawdown

Winner

AGNCN

53.98%

SUN

79.87%

Sharpe Ratio

Winner

AGNCN

1.21

SUN

1.07

5Y Beta

Winner

AGNCN

0.06

SUN

0.37

Industry

AGNCN

Reit - Mortgage

SUN

Oil & Gas Refining & Marketing

P/E Ratio

AGNCN

N/A

SUN

9.99

Forward P/E

AGNCN

N/A

SUN

12.90

PEG Ratio

AGNCN

N/A

SUN

0.75

Dividend Yield

AGNCN

5.56%

Winner

SUN

5.90%

5Y Dividends CAGR

AGNCN

11.31%

Winner

SUN

13.42%

5Y EPS CAGR

AGNCN

N/A

SUN

0.77%

Debt to Equity

AGNCN

N/A

SUN

57.77%

Free Cash Flow Yield

AGNCN

N/A

SUN

9.56%

P/S Ratio

AGNCN

4.89

SUN

N/A

AGNCN vs SUN - Historical Returns

Returns include dividend reinvestment.

Period	AGNCN	SUN
1 month	+0.70%	-10.32%
3 months	+3.39%	-2.56%
6 months	+5.34%	+25.18%
1 year	+10.52%	+27.37%
5 years(CAGR)	+8.63%	+19.60%
10 years(CAGR)	+8.84%	+18.03%
Max(CAGR)	+8.84%	+16.94%

Winner

AGNCN

+0.70%

SUN

-10.32%

Winner

AGNCN

+3.39%

SUN

-2.56%

AGNCN

+5.34%

Winner

SUN

+25.18%

AGNCN

+10.52%

Winner

SUN

+27.37%

5Y(CAGR)

AGNCN

+8.63%

Winner

SUN

+19.60%

10Y(CAGR)

AGNCN

+8.84%

Winner

SUN

+18.03%

Max(CAGR)

AGNCN

+8.84%

Winner

SUN

+16.94%

AGNCN vs SUN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	AGNCN	SUN
2026	+4.41%	+24.18%
2025	+7.64%	+8.16%
2024	+14.40%	-3.70%
2023	+10.24%	+49.92%
2022	+6.49%	+13.29%
2021	+9.59%	+56.21%
2020	+5.42%	+5.58%
2019	+8.58%	+25.24%
2018	+4.60%	+6.01%
2017	+6.32%	+17.21%
2016	N/A	-24.42%
2015	N/A	-14.02%
2014	N/A	+58.77%
2013	N/A	+35.09%
2012	N/A	+9.95%

AGNCN vs SUN Drawdown Comparison

The maximum drawdown for AGNCN was -53.34%, occurring on Mar 18, 2020. Recovery took 218 trading sessions.

The maximum drawdown for SUN was -65.45%, occurring on Mar 18, 2020. Recovery took 1621 trading sessions.

The current AGNCN drawdown is -0.27%. The current SUN drawdown is -12.05%.

Rank	AGNCN	SUN
#1	-53.34% Jan 30, 2020 - Dec 9, 2020	-65.45% Aug 22, 2014 - Feb 1, 2021
#2	-13.65% Jun 30, 2021 - Dec 2, 2022	-21.29% Mar 6, 2024 - Jan 12, 2026
#3	-7.17% Sep 29, 2023 - Dec 28, 2023	-20.82% Feb 1, 2022 - Nov 1, 2022
#4	-7.02% Mar 3, 2023 - May 24, 2023	-14.64% Mar 26, 2013 - Nov 6, 2013
#5	-6.03% Mar 27, 2025 - Jul 2, 2025	-12.99% May 19, 2026 - Jun 17, 2026
#6	-4.96% Oct 31, 2017 - Jun 5, 2018	-12.50% Feb 6, 2023 - Aug 30, 2023
#7	-3.77% Sep 18, 2018 - Feb 15, 2019	-12.17% Dec 28, 2023 - Feb 15, 2024
#8	-2.67% Feb 13, 2026 - Apr 13, 2026	-12.06% Mar 4, 2014 - Apr 28, 2014
#9	-2.34% Dec 30, 2020 - Mar 2, 2021	-9.10% Oct 19, 2021 - Jan 4, 2022
#10	-2.09% Jul 20, 2018 - Aug 20, 2018	-8.43% Jun 11, 2021 - Aug 3, 2021
#11	-1.94% Oct 23, 2025 - Dec 24, 2025	-8.18% Sep 28, 2023 - Oct 18, 2023
#12	-1.89% Jun 21, 2021 - Jun 30, 2021	-7.27% Apr 28, 2014 - May 19, 2014
#13	-1.82% Aug 18, 2023 - Aug 31, 2023	-7.02% Nov 12, 2012 - Jan 2, 2013
#14	-1.68% Sep 6, 2019 - Nov 14, 2019	-6.86% Feb 8, 2013 - Feb 26, 2013
#15	-1.65% Nov 5, 2024 - Dec 31, 2024	-6.57% Feb 8, 2021 - Apr 6, 2021

Correlation

Correlation between AGNCN and SUN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2012 - 2026)

AGNCN vs SUN dividend yield comparison.

Year	AGNCN	SUN
2026	2.18%	3.03%
2025	9.60%	6.89%
2024	10.37%	6.74%
2023	10.57%	5.59%
2022	7.47%	7.66%
2021	6.81%	8.09%
2020	6.87%	11.47%
2019	6.74%	10.79%
2018	6.92%	12.14%
2017	2.70%	11.63%
2016	0.00%	12.16%
2015	0.00%	6.78%
2014	0.00%	4.12%
2013	0.00%	5.43%
2012	0.00%	0.11%