MUFG vs SHEL
Comparison between Mitsubishi UFJ Financial Group Inc (MUFG, Company) and Shell Plc ADR (Representing - ) (SHEL, Company).
MUFG is from the Financial Services sector, while SHEL is from the Energy sector.
5-Year PerformanceMUFG has outperformed SHEL, delivering a return of +37.1% compared to +24.6%
MUFG vs SHEL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MUFG vs SHEL - Historical Returns
Returns include dividend reinvestment.
MUFG vs SHEL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MUFG | SHEL |
|---|---|---|
| 2026 | +40.56% | +27.09% |
| 2025 | +40.67% | +21.28% |
| 2024 | +41.03% | -1.05% |
| 2023 | +30.72% | +22.28% |
| 2022 | +25.34% | +32.25% |
| 2021 | +27.10% | +31.73% |
| 2020 | -16.30% | -41.70% |
| 2019 | +9.48% | +4.89% |
| 2018 | -33.74% | -8.77% |
| 2017 | +19.60% | +19.93% |
| 2016 | +3.46% | +34.66% |
| 2015 | +15.55% | -29.09% |
| 2014 | -13.30% | -1.99% |
| 2013 | +22.85% | +11.34% |
| 2012 | +29.85% | -3.74% |
| 2011 | -20.99% | +18.83% |
| 2010 | +11.93% | +17.44% |
| 2009 | -20.18% | +15.82% |
| 2008 | -32.17% | -35.05% |
| 2007 | -24.10% | +22.25% |
| 2006 | -11.38% | +9.42% |
| 2005 | +37.27% | +34.86% |
| 2004 | +29.69% | +18.37% |
| 2003 | +66.65% | +17.48% |
| 2002 | -8.94% | -2.33% |
| 2001 | -27.97% | -15.46% |
| 2000 | N/A | +5.71% |
| 1999 | N/A | +7.39% |
MUFG vs SHEL Drawdown Comparison
The maximum drawdown for MUFG was -76.77%, occurring on Mar 9, 2009. Recovery took 4556 trading sessions.
The maximum drawdown for SHEL was -71.56%, occurring on Mar 18, 2020. Recovery took 1190 trading sessions.
The current MUFG drawdown is -4.59%. The current SHEL drawdown is -0.34%.
| Rank | MUFG | SHEL |
|---|---|---|
| #1 | -76.77% May 9, 2006 - Jul 2, 2024 | -71.56% May 21, 2018 - Feb 10, 2023 |
| #2 | -66.84% May 4, 2001 - Mar 16, 2004 | -54.81% May 21, 2008 - Apr 1, 2011 |
| #3 | -30.22% Apr 6, 2004 - Aug 31, 2005 | -54.15% Jul 2, 2014 - Jan 12, 2018 |
| #4 | -26.55% Mar 21, 2025 - Jul 24, 2025 | -36.27% Jun 5, 2001 - Nov 3, 2004 |
| #5 | -20.22% Jul 31, 2024 - Nov 6, 2024 | -25.53% Oct 31, 2007 - May 21, 2008 |
| #6 | -17.28% Feb 13, 2026 - May 19, 2026 | -21.66% Jan 10, 2000 - May 11, 2000 |
| #7 | -10.28% Nov 7, 2005 - Dec 19, 2005 | -21.53% May 2, 2011 - Dec 23, 2011 |
| #8 | -10.16% Dec 20, 2005 - Jan 31, 2006 | -18.47% Mar 27, 2025 - Jun 13, 2025 |
| #9 | -9.52% Sep 30, 2005 - Nov 1, 2005 | -17.97% Apr 7, 2026 - Aug 19, 2026 |
| #10 | -8.28% Sep 30, 2025 - Dec 2, 2025 | -17.86% Jul 9, 2007 - Oct 26, 2007 |
| #11 | -6.95% Dec 3, 2024 - Jan 15, 2025 | -16.76% Oct 12, 2000 - Jun 4, 2001 |
| #12 | -6.89% Jul 24, 2025 - Aug 12, 2025 | -16.15% Aug 26, 2024 - Mar 20, 2025 |
| #13 | -6.67% Jul 27, 2026 - Aug 19, 2026 | -16.04% Jan 3, 2012 - Sep 13, 2012 |
| #14 | -6.37% Jul 15, 2026 - Jul 24, 2026 | -14.50% Nov 10, 2006 - May 4, 2007 |
| #15 | -6.23% Jan 31, 2006 - Feb 27, 2006 | -13.89% Nov 18, 1999 - Jan 10, 2000 |
Correlation
Correlation between MUFG and SHEL is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MUFG vs SHEL dividend yield comparison.
| Year | MUFG | SHEL |
|---|---|---|
| 2026 | 1.43% | 2.47% |
| 2025 | 3.12% | 3.90% |
| 2024 | 2.50% | 4.39% |
| 2023 | 2.90% | 3.76% |
| 2022 | 3.36% | 3.48% |
| 2021 | 2.18% | 3.78% |
| 2020 | 2.62% | 5.69% |
| 2019 | 0.00% | 6.27% |
| 2018 | 0.00% | 6.27% |
| 2017 | 2.20% | 2.75% |
| 2016 | 2.70% | 6.49% |
| 2015 | 2.34% | 8.17% |
| 2014 | 2.94% | 5.35% |
| 2013 | 2.08% | 4.74% |
| 2012 | 2.73% | 4.82% |
| 2011 | 3.61% | 4.42% |
| 2010 | 2.57% | 5.04% |
| 2009 | 2.43% | 5.71% |
| 2008 | 2.27% | 6.07% |
| 2007 | 1.19% | 3.39% |
| 2006 | 0.62% | 3.44% |
| 2005 | 0.54% | 4.39% |
| 2004 | 0.50% | 3.40% |
| 2003 | 8.48% | 3.32% |
| 2002 | 12.49% | 3.42% |
| 2001 | 6.96% | 3.03% |
| 2000 | 0.00% | 2.81% |
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