CG vs SUI
Comparison between Carlyle Group Inc (The) (CG, Company) and Sun Communities Inc (SUI, Company).
CG is from the Financial Services sector, while SUI is from the Real Estate sector.
5-Year PerformanceCG has outperformed SUI, delivering a return of +0.9% compared to -4.3%
CG vs SUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CG vs SUI - Historical Returns
Returns include dividend reinvestment.
CG vs SUI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CG | SUI |
|---|---|---|
| 2026 | -30.19% | -2.04% |
| 2025 | +19.64% | +8.03% |
| 2024 | +30.29% | -6.52% |
| 2023 | +41.85% | -1.72% |
| 2022 | -43.00% | -28.95% |
| 2021 | +80.37% | +46.39% |
| 2020 | +1.79% | +5.50% |
| 2019 | +113.14% | +56.95% |
| 2018 | -28.47% | +14.19% |
| 2017 | +56.12% | +25.71% |
| 2016 | +9.06% | +18.36% |
| 2015 | -36.43% | +15.84% |
| 2014 | -17.04% | +51.51% |
| 2013 | +41.92% | +9.92% |
| 2012 | +19.31% | +14.52% |
| 2011 | N/A | +17.13% |
| 2010 | N/A | +83.48% |
| 2009 | N/A | +69.61% |
| 2008 | N/A | -20.32% |
| 2007 | N/A | -29.97% |
| 2006 | N/A | +10.76% |
| 2005 | N/A | -14.94% |
| 2004 | N/A | +9.93% |
| 2003 | N/A | +11.69% |
| 2002 | N/A | +4.84% |
| 2001 | N/A | +19.76% |
| 2000 | N/A | +12.42% |
| 1999 | N/A | -0.77% |
CG vs SUI Drawdown Comparison
The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.
The maximum drawdown for SUI was -73.74%, occurring on Mar 5, 2009. Recovery took 849 trading sessions.
The current CG drawdown is -38.33%. The current SUI drawdown is -34.05%.
| Rank | CG | SUI |
|---|---|---|
| #1 | -62.67% Jan 14, 2014 - Jul 9, 2019 | -73.74% Oct 30, 2006 - Mar 17, 2010 |
| #2 | -56.71% Nov 12, 2021 - Nov 6, 2024 | -48.72% Dec 31, 2021 - Oct 25, 2023 |
| #3 | -50.04% Jan 23, 2020 - Jan 12, 2021 | -40.96% Feb 21, 2020 - May 25, 2021 |
| #4 | -39.57% Sep 18, 2025 - Jun 24, 2026 | -27.98% May 21, 2013 - Aug 4, 2014 |
| #5 | -38.51% Jan 23, 2025 - Jul 9, 2025 | -22.38% Mar 31, 2004 - Oct 30, 2006 |
| #6 | -33.05% Feb 19, 2013 - Dec 24, 2013 | -21.64% Jan 19, 2000 - Dec 22, 2000 |
| #7 | -13.97% Jul 26, 2019 - Sep 6, 2019 | -21.51% Aug 3, 2012 - Feb 19, 2013 |
| #8 | -10.65% Dec 11, 2024 - Jan 17, 2025 | -20.81% Jul 22, 2011 - Sep 16, 2011 |
| #9 | -9.48% Jul 7, 2021 - Jul 29, 2021 | -20.12% Jun 26, 2002 - May 22, 2003 |
| #10 | -9.11% Sep 25, 2019 - Oct 17, 2019 | -17.48% May 13, 2010 - Sep 17, 2010 |
| #11 | -8.85% Sep 17, 2021 - Oct 14, 2021 | -15.91% Sep 16, 2011 - Jan 24, 2012 |
| #12 | -8.76% Jan 20, 2021 - Feb 4, 2021 | -13.74% Mar 20, 2015 - Aug 3, 2015 |
| #13 | -8.75% Sep 17, 2012 - Jan 16, 2013 | -12.83% Sep 26, 2016 - Feb 10, 2017 |
| #14 | -8.66% May 3, 2012 - Jun 28, 2012 | -11.99% Oct 26, 2015 - Mar 16, 2016 |
| #15 | -7.84% Jul 30, 2021 - Sep 15, 2021 | -11.62% Dec 28, 2000 - Jun 6, 2001 |
Correlation
Correlation between CG and SUI is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
CG vs SUI dividend yield comparison.
| Year | CG | SUI |
|---|---|---|
| 2026 | 1.67% | 0.94% |
| 2025 | 2.37% | 6.50% |
| 2024 | 2.77% | 3.06% |
| 2023 | 3.38% | 2.78% |
| 2022 | 4.11% | 2.46% |
| 2021 | 1.82% | 1.58% |
| 2020 | 3.18% | 2.08% |
| 2019 | 4.24% | 2.00% |
| 2018 | 7.87% | 2.79% |
| 2017 | 5.41% | 2.89% |
| 2016 | 11.02% | 3.39% |
| 2015 | 21.70% | 3.79% |
| 2014 | 6.84% | 4.30% |
| 2013 | 3.73% | 5.91% |
| 2012 | 1.04% | 6.32% |
| 2011 | 0.00% | 8.62% |
| 2010 | 0.00% | 7.57% |
| 2009 | 0.00% | 12.76% |
| 2008 | 0.00% | 18.00% |
| 2007 | 0.00% | 11.96% |
| 2006 | 0.00% | 7.79% |
| 2005 | 0.00% | 7.96% |
| 2004 | 0.00% | 6.06% |
| 2003 | 0.00% | 6.23% |
| 2002 | 0.00% | 6.26% |
| 2001 | 0.00% | 5.85% |
| 2000 | 0.00% | 6.27% |
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