SUN vs UMBF
Comparison between Sunoco LP (SUN, Company) and UMB Financial Corp (UMBF, Company).
SUN is from the Energy sector, while UMBF is from the Financial Services sector.
5-Year PerformanceSUN has outperformed UMBF, delivering a return of +23.2% compared to +6.8%
SUN vs UMBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SUN vs UMBF - Historical Returns
Returns include dividend reinvestment.
SUN vs UMBF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SUN | UMBF |
|---|---|---|
| 2026 | +37.05% | +9.64% |
| 2025 | +8.16% | +4.43% |
| 2024 | -3.70% | +36.78% |
| 2023 | +49.92% | +3.42% |
| 2022 | +13.29% | -20.94% |
| 2021 | +56.21% | +56.84% |
| 2020 | +5.58% | +2.31% |
| 2019 | +25.24% | +12.96% |
| 2018 | +6.01% | -14.08% |
| 2017 | +17.21% | -4.73% |
| 2016 | -24.42% | +72.72% |
| 2015 | -14.02% | -15.46% |
| 2014 | +58.77% | -8.37% |
| 2013 | +35.09% | +45.29% |
| 2012 | +9.95% | +16.28% |
| 2011 | N/A | -10.95% |
| 2010 | N/A | +7.25% |
| 2009 | N/A | -18.23% |
| 2008 | N/A | +33.58% |
| 2007 | N/A | +5.13% |
| 2006 | N/A | +13.65% |
| 2005 | N/A | +15.86% |
| 2004 | N/A | +20.02% |
| 2003 | N/A | +25.51% |
| 2002 | N/A | -4.66% |
| 2001 | N/A | +17.31% |
| 2000 | N/A | +4.09% |
| 1999 | N/A | -9.66% |
SUN vs UMBF Drawdown Comparison
The maximum drawdown for SUN was -65.45%, occurring on Mar 18, 2020. Recovery took 1621 trading sessions.
The maximum drawdown for UMBF was -52.70%, occurring on Oct 3, 2011. Recovery took 1303 trading sessions.
The current UMBF drawdown is -5.02%.
| Rank | SUN | UMBF |
|---|---|---|
| #1 | -65.45% Aug 22, 2014 - Feb 1, 2021 | -52.70% Sep 19, 2008 - Nov 21, 2013 |
| #2 | -21.29% Mar 6, 2024 - Jan 12, 2026 | -50.23% Jan 14, 2022 - Sep 19, 2024 |
| #3 | -20.82% Feb 1, 2022 - Nov 1, 2022 | -45.00% Jun 8, 2018 - Jan 7, 2021 |
| #4 | -14.64% Mar 26, 2013 - Nov 6, 2013 | -37.76% Jan 22, 2014 - Nov 9, 2016 |
| #5 | -12.50% Feb 6, 2023 - Aug 30, 2023 | -31.80% Nov 25, 2024 - Jan 21, 2026 |
| #6 | -12.17% Dec 28, 2023 - Feb 15, 2024 | -29.26% Nov 3, 1999 - Jun 28, 2001 |
| #7 | -12.06% Mar 4, 2014 - Apr 28, 2014 | -27.59% May 15, 2002 - Sep 16, 2003 |
| #8 | -9.10% Oct 19, 2021 - Jan 4, 2022 | -22.52% Sep 19, 2007 - Apr 24, 2008 |
| #9 | -8.43% Jun 11, 2021 - Aug 3, 2021 | -21.27% Mar 1, 2017 - Jun 7, 2018 |
| #10 | -8.18% Sep 28, 2023 - Oct 18, 2023 | -18.57% Feb 6, 2026 - May 6, 2026 |
| #11 | -7.27% Apr 28, 2014 - May 19, 2014 | -16.25% Aug 21, 2001 - Apr 1, 2002 |
| #12 | -7.02% Nov 12, 2012 - Jan 2, 2013 | -16.10% Jun 20, 2008 - Jul 22, 2008 |
| #13 | -6.86% Feb 8, 2013 - Feb 26, 2013 | -14.40% May 14, 2021 - Oct 1, 2021 |
| #14 | -6.57% Feb 8, 2021 - Apr 6, 2021 | -12.75% Aug 11, 2008 - Sep 18, 2008 |
| #15 | -6.26% Mar 19, 2026 - Apr 29, 2026 | -10.65% Dec 9, 2016 - Feb 21, 2017 |
Correlation
Correlation between SUN and UMBF is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
SUN vs UMBF dividend yield comparison.
| Year | SUN | UMBF |
|---|---|---|
| 2026 | 2.74% | 0.34% |
| 2025 | 6.89% | 1.42% |
| 2024 | 6.74% | 1.39% |
| 2023 | 5.59% | 1.83% |
| 2022 | 7.66% | 1.78% |
| 2021 | 8.09% | 1.30% |
| 2020 | 11.47% | 1.81% |
| 2019 | 10.79% | 1.76% |
| 2018 | 12.14% | 1.92% |
| 2017 | 11.63% | 1.45% |
| 2016 | 12.16% | 1.28% |
| 2015 | 6.78% | 2.04% |
| 2014 | 4.12% | 1.60% |
| 2013 | 5.43% | 1.35% |
| 2012 | 0.11% | 1.89% |
| 2011 | 0.00% | 2.12% |
| 2010 | 0.00% | 1.81% |
| 2009 | 0.00% | 1.80% |
| 2008 | 0.00% | 1.67% |
| 2007 | 0.00% | 1.49% |
| 2006 | 0.00% | 1.41% |
| 2005 | 0.00% | 1.42% |
| 2004 | 0.00% | 1.50% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 2.09% |
| 2001 | 0.00% | 1.45% |
| 2000 | 0.00% | 2.14% |
| 1999 | 0.00% | 0.50% |
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