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