SLF vs IX
Comparison between Sun Life Financial Inc (SLF, Company) and Orix Corporation (IX, Company).
Both SLF and IX are from the Financial Services sector.
5-Year PerformanceIX has outperformed SLF, delivering a return of +20.6% compared to +14.5%
SLF vs IX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SLF vs IX - Historical Returns
Returns include dividend reinvestment.
SLF vs IX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SLF | IX |
|---|---|---|
| 2026 | +33.72% | +39.88% |
| 2025 | +10.50% | +43.71% |
| 2024 | +20.82% | +18.94% |
| 2023 | +17.79% | +19.23% |
| 2022 | -13.00% | -19.73% |
| 2021 | +30.55% | +34.13% |
| 2020 | +0.83% | -5.55% |
| 2019 | +42.57% | +14.76% |
| 2018 | -16.04% | -16.02% |
| 2017 | +10.08% | +9.60% |
| 2016 | +31.50% | +14.83% |
| 2015 | -8.64% | +11.37% |
| 2014 | +8.41% | -27.49% |
| 2013 | +36.37% | +53.29% |
| 2012 | +46.51% | +35.53% |
| 2011 | -36.45% | -16.25% |
| 2010 | +5.55% | +41.30% |
| 2009 | +29.81% | +20.49% |
| 2008 | -55.92% | -65.61% |
| 2007 | +36.64% | -41.90% |
| 2006 | +5.41% | +11.34% |
| 2005 | +24.72% | +87.14% |
| 2004 | +35.43% | +63.85% |
| 2003 | +49.26% | +26.81% |
| 2002 | -16.04% | -27.50% |
| 2001 | -16.10% | -9.93% |
| 2000 | +186.37% | -57.65% |
| 1999 | N/A | +68.00% |
SLF vs IX Drawdown Comparison
The maximum drawdown for SLF was -78.55%, occurring on Mar 9, 2009. Recovery took 2274 trading sessions.
The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.
The current SLF drawdown is -2.00%. The current IX drawdown is -0.15%.
| Rank | SLF | IX |
|---|---|---|
| #1 | -78.55% Oct 31, 2007 - Nov 10, 2016 | -93.82% Apr 4, 2006 - Aug 7, 2025 |
| #2 | -50.82% Feb 14, 2020 - Jan 20, 2021 | -83.18% Dec 29, 1999 - Dec 14, 2005 |
| #3 | -42.49% Dec 29, 2000 - Oct 16, 2003 | -20.33% Feb 12, 2026 - May 11, 2026 |
| #4 | -30.75% Feb 9, 2022 - Feb 9, 2024 | -15.58% Jan 9, 2006 - Mar 13, 2006 |
| #5 | -24.79% Jan 22, 2018 - Jul 1, 2019 | -10.33% Nov 5, 1999 - Dec 1, 1999 |
| #6 | -18.09% Feb 15, 2017 - Sep 26, 2017 | -8.44% Sep 16, 2025 - Nov 12, 2025 |
| #7 | -16.46% Sep 6, 2000 - Nov 3, 2000 | -8.40% Dec 6, 1999 - Dec 17, 1999 |
| #8 | -14.91% Jun 30, 2025 - Feb 4, 2026 | -5.75% Jun 22, 2026 - Jul 15, 2026 |
| #9 | -14.35% Mar 3, 2006 - Nov 15, 2006 | -5.64% Jul 15, 2026 - Aug 5, 2026 |
| #10 | -13.92% Dec 5, 2024 - May 9, 2025 | -5.29% Mar 14, 2006 - Mar 20, 2006 |
| #11 | -13.65% Mar 13, 2024 - Aug 26, 2024 | -5.11% May 26, 2026 - Jun 18, 2026 |
| #12 | -11.44% Feb 15, 2005 - Jun 24, 2005 | -4.83% Nov 12, 2025 - Nov 25, 2025 |
| #13 | -10.77% Apr 5, 2004 - Jun 8, 2004 | -3.45% May 13, 2026 - May 20, 2026 |
| #14 | -10.76% Nov 8, 2000 - Dec 6, 2000 | -3.38% Dec 17, 1999 - Dec 22, 1999 |
| #15 | -10.08% Feb 13, 2026 - Apr 15, 2026 | -3.17% Dec 15, 2025 - Dec 23, 2025 |
Correlation
Correlation between SLF and IX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
SLF vs IX dividend yield comparison.
| Year | SLF | IX |
|---|---|---|
| 2026 | 1.66% | 0.00% |
| 2025 | 4.03% | 3.43% |
| 2024 | 4.00% | 3.63% |
| 2023 | 4.98% | 3.22% |
| 2022 | 4.59% | 1.94% |
| 2021 | 3.32% | 0.00% |
| 2020 | 3.69% | 2.17% |
| 2019 | 3.47% | 0.00% |
| 2018 | 4.71% | 0.00% |
| 2017 | 3.17% | 1.41% |
| 2016 | 3.98% | 2.40% |
| 2015 | 4.64% | 0.00% |
| 2014 | 3.99% | 1.60% |
| 2013 | 4.08% | 0.67% |
| 2012 | 5.43% | 0.94% |
| 2011 | 7.78% | 1.11% |
| 2010 | 4.78% | 0.77% |
| 2009 | 5.01% | 0.97% |
| 2008 | 6.22% | 4.26% |
| 2007 | 2.36% | 0.00% |
| 2006 | 2.63% | 0.12% |
| 2005 | 2.35% | 0.09% |
| 2004 | 2.56% | 0.16% |
| 2003 | 2.72% | 0.16% |
| 2002 | 2.40% | 0.18% |
| 2001 | 2.59% | 0.14% |
| 2000 | 0.75% | 0.11% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks