Sun Communities, Inc. (SUI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,110
Total Return
-18.90%
CAGR
-4.10%
Dividends
$1,414.96
Yield on Cost
14.15%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.13% |
| Median | +0.24% |
| Best | +22.06% |
| Worst | -21.60% |
| % of Windows Positive | 51.3% |
1-Year (252 Trading Days)
| Average | -5.70% |
| Median | -5.46% |
| Best | +36.52% |
| Worst | -40.50% |
| % of Windows Positive | 37.9% |
3-Year (756 Trading Days)
| Average | -15.59% |
| Median | -17.10% |
| Best | +14.24% |
| Worst | -37.73% |
| % of Windows Positive | 19.2% |
Risk Metrics
| Maximum Drawdown | -49.18% |
| Average Drawdown | -28.71% |
| Drawdown Duration | 1108 Trading Days (Unrecovered) |
| Sortino Ratio | -0.06 |
| Calmar Ratio | -0.08 |
| CVaR (5%) | -3.46% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.04% (-4.76% ann.) | $203.72 | $90.39 | $18.08 | $0.14 |
| 2025 | +6.15% | +$614.51 | $667.41 | $133.48 | $1.07 |
| 2024 | -5.78% | $577.83 | $283.86 | $56.77 | $0.45 |
| 2023 | -4.38% | $438.27 | $262.35 | $52.47 | $0.42 |
| 2022 | -30.63% | $3063.12 | $168.73 | $33.75 | $0.27 |
| 2021 | +40.26% | +$4025.90 | $219.83 | $43.97 | $0.35 |
| 2020 | +3.12% | +$312.49 | $212.08 | $42.42 | $0.34 |
| 2019 | +50.23% | +$5022.73 | $297.07 | $59.41 | $0.48 |
| 2018 | +12.21% | +$1220.51 | $308.86 | $61.77 | $0.49 |
| 2017 | +24.15% | +$2414.63 | $353.21 | $70.64 | $0.56 |
| 2016 | +14.92% | +$1492.12 | $383.45 | $76.69 | $0.61 |
| 2015 | +16.93% | +$1693.04 | $435.19 | $87.04 | $0.70 |
| 2014 | +47.65% | +$4765.47 | $619.97 | $123.99 | $0.99 |
| 2013 | +11.71% | +$1170.74 | $641.81 | $128.36 | $1.03 |
| 2012 | +14.50% | +$1449.98 | $702.09 | $140.42 | $1.12 |
| 2011 | +17.59% | +$1758.64 | $973.17 | $194.63 | $1.56 |
| 2010 | +82.39% | +$8238.97 | $1318.98 | $263.80 | $2.11 |
| 2009 | +61.94% | +$6193.57 | $1906.41 | $381.27 | $3.05 |
| 2008 | -25.05% | $2504.78 | $1244.98 | $248.99 | $1.99 |
| 2007 | -30.51% | $3050.55 | $798.09 | $159.62 | $1.28 |
| 2006 | +9.56% | +$956.43 | $821.53 | $164.31 | $1.31 |
| 2005 | -17.48% | $1747.97 | $633.65 | $126.73 | $1.02 |
| 2004 | +9.50% | +$950.24 | $642.94 | $128.59 | $1.03 |
| 2003 | +11.29% | +$1128.72 | $671.93 | $134.38 | $1.08 |
| 2002 | +3.03% | +$302.85 | $625.61 | $125.12 | $1.00 |
| 2001 | +16.92% | +$1692.30 | $663.65 | $132.73 | $1.06 |
| 2000 | +9.65% | +$965.40 | $665.18 | $133.03 | $1.06 |
| 1999 | -4.02% | $402.09 | $445.13 | $89.03 | $0.71 |
| 1998 | +2.46% | +$246.13 | $691.44 | $138.29 | $1.11 |
| 1997 | +8.88% | +$888.01 | $550.01 | $110.00 | $0.88 |
| 1996 | +37.99% | +$3798.80 | $700.53 | $140.10 | $1.12 |
| 1995 | +22.50% | +$2249.89 | $602.45 | $120.48 | $0.96 |
| 1994 | +18.82% | +$1882.13 | $884.48 | $176.89 | $1.41 |
| 1993 partial | -0.32% (-5.11% ann.) | $31.56 | $38.02 | $7.60 | $0.06 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +45.63% | +8.54% | +$4563.31 | $3873.83 | $774.77 | $6.21 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +29.13% | +10.44% | +$2912.69 | $2233.25 | $446.65 | $3.58 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +23.75% | +4.36% | +$2374.77 | $3979.29 | $795.85 | $6.37 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -71.58% | -58.96% | $7158.14 | $1268.07 | $253.61 | $2.03 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +599.28% | +77.91% | +$59927.54 | $11897.20 | $2379.44 | $19.04 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +362.51% | +22.43% | +$36250.99 | $5020.97 | $1004.19 | $8.03 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -40.90% | -99.75% | $4090.43 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +32.45% | +57.17% | +$3244.60 | $219.61 | $43.92 | $0.35 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +47.54% | +44.62% | +$4753.91 | $243.62 | $48.72 | $0.39 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -28.06% | -29.51% | $2805.83 | $185.03 | $37.00 | $0.30 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +5.49% | +2.93% | +$549.46 | $461.46 | $92.29 | $0.74 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -9.61% | -5.75% | $960.64 | $795.32 | $159.06 | $1.27 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1993-12-27 | $0.0770 | 0.38% |
| 1994-03-31 | $0.4350 | 1.87% |
| 1994-06-24 | $0.4350 | 1.85% |
| 1994-09-26 | $0.4350 | 1.89% |
| 1994-12-23 | $0.4350 | 1.96% |
| 1995-03-27 | $0.4450 | 1.95% |
| 1995-07-05 | $0.4450 | 1.78% |
| 1995-10-04 | $0.4450 | 1.75% |
| 1996-01-04 | $0.4450 | 1.69% |
| 1996-03-14 | $0.4550 | 1.69% |
| 1996-06-26 | $0.4550 | 1.68% |
| 1996-09-25 | $0.4550 | 1.60% |
| 1997-01-06 | $0.4550 | 1.42% |
| 1997-03-25 | $0.4700 | 1.41% |
| 1997-06-26 | $0.4700 | 1.38% |
| 1997-09-26 | $0.4700 | 1.24% |
| 1998-01-07 | $0.4700 | 1.30% |
| 1998-03-25 | $0.4900 | 1.39% |
| 1998-06-26 | $0.4900 | 1.47% |
| 1998-09-28 | $0.4900 | 1.46% |
| 1998-12-30 | $0.4900 | 1.41% |
| 1999-03-25 | $0.5100 | 1.64% |
| 1999-07-08 | $0.5100 | 1.43% |
| 1999-10-06 | $0.5100 | 1.56% |
| 2000-01-12 | $0.5100 | 1.49% |
| 2000-04-07 | $0.5300 | 1.72% |
| 2000-07-11 | $0.5300 | 1.57% |
| 2000-10-10 | $0.5300 | 1.69% |
| 2001-01-10 | $0.5300 | 1.59% |
| 2001-04-10 | $0.5500 | 1.69% |
| 2001-07-10 | $0.5500 | 1.53% |
| 2001-10-09 | $0.5500 | 1.46% |
| 2002-01-10 | $0.5500 | 1.45% |
| 2002-04-09 | $0.5800 | 1.45% |
| 2002-07-09 | $0.5800 | 1.40% |
| 2002-10-09 | $0.5800 | 1.68% |
| 2003-01-09 | $0.5800 | 1.57% |
| 2003-04-09 | $0.6100 | 1.62% |
| 2003-07-09 | $0.6100 | 1.52% |
| 2003-10-08 | $0.6100 | 1.53% |
| 2004-01-08 | $0.6100 | 1.56% |
| 2004-04-15 | $0.6100 | 1.68% |
| 2004-07-08 | $0.6100 | 1.59% |
| 2004-10-07 | $0.6100 | 1.50% |
| 2005-01-10 | $0.6100 | 1.59% |
| 2005-04-07 | $0.6300 | 1.75% |
| 2005-07-08 | $0.6300 | 1.67% |
| 2005-10-11 | $0.6300 | 2.03% |
| 2006-01-11 | $0.6300 | 1.94% |
| 2006-04-11 | $0.6300 | 1.89% |
| 2006-07-12 | $0.6300 | 1.91% |
| 2006-10-11 | $0.6300 | 1.86% |
| 2007-01-10 | $0.6300 | 1.96% |
| 2007-04-11 | $0.6300 | 2.03% |
| 2007-07-11 | $0.6300 | 2.05% |
| 2007-10-10 | $0.6300 | 1.99% |
| 2008-01-09 | $0.6300 | 3.39% |
| 2008-04-10 | $0.6300 | 3.09% |
| 2008-07-10 | $0.6300 | 3.40% |
| 2008-10-09 | $0.6300 | 4.08% |
| 2009-01-09 | $0.6300 | 4.21% |
| 2009-04-08 | $0.6300 | 4.61% |
| 2009-07-09 | $0.6300 | 4.43% |
| 2009-10-08 | $0.6300 | 2.98% |
| 2010-01-13 | $0.6300 | 3.13% |
| 2010-04-09 | $0.6300 | 2.34% |
| 2010-07-09 | $0.6300 | 2.28% |
| 2010-10-07 | $0.6300 | 1.97% |
| 2011-01-10 | $0.6300 | 1.86% |
| 2011-04-07 | $0.6300 | 1.71% |
| 2011-07-08 | $0.6300 | 1.61% |
| 2011-10-11 | $0.6300 | 1.69% |
| 2011-12-28 | $0.6300 | 1.69% |
| 2012-04-12 | $0.6300 | 1.52% |
| 2012-07-06 | $0.6300 | 1.39% |
| 2012-10-05 | $0.6300 | 1.43% |
| 2012-12-27 | $0.6300 | 1.59% |
| 2013-03-27 | $0.6300 | 1.28% |
| 2013-06-26 | $0.6300 | 1.32% |
| 2013-09-26 | $0.6300 | 1.41% |
| 2013-12-27 | $0.6300 | 1.50% |
| 2014-03-27 | $0.6500 | 1.48% |
| 2014-06-26 | $0.6500 | 1.30% |
| 2014-09-26 | $0.6500 | 1.27% |
| 2014-12-29 | $0.6500 | 1.04% |
| 2015-03-27 | $0.6500 | 0.97% |
| 2015-06-26 | $0.6500 | 1.04% |
| 2015-09-28 | $0.6500 | 0.96% |
| 2015-12-29 | $0.6500 | 0.94% |
| 2016-03-29 | $0.6500 | 0.95% |
| 2016-06-28 | $0.6500 | 0.88% |
| 2016-09-28 | $0.6500 | 0.80% |
| 2016-12-28 | $0.6500 | 0.87% |
| 2017-03-29 | $0.6700 | 0.84% |
| 2017-06-28 | $0.6700 | 0.76% |
| 2017-09-28 | $0.6700 | 0.79% |
| 2017-12-28 | $0.6700 | 0.72% |
| 2018-03-28 | $0.7100 | 0.78% |
| 2018-06-28 | $0.7100 | 0.73% |
| 2018-09-27 | $0.7100 | 0.71% |
| 2018-12-28 | $0.7100 | 0.70% |
| 2019-03-28 | $0.7500 | 0.63% |
| 2019-06-27 | $0.7500 | 0.59% |
| 2019-09-27 | $0.7500 | 0.50% |
| 2019-12-30 | $0.7500 | 0.50% |
| 2020-03-30 | $0.7900 | 0.64% |
| 2020-06-29 | $0.7900 | 0.58% |
| 2020-09-29 | $0.7900 | 0.54% |
| 2020-12-30 | $0.7900 | 0.53% |
| 2021-03-30 | $0.8300 | 0.55% |
| 2021-06-29 | $0.8300 | 0.48% |
| 2021-09-29 | $0.8300 | 0.44% |
| 2021-12-30 | $0.8300 | 0.39% |
| 2022-03-30 | $0.8800 | 0.48% |
| 2022-06-29 | $0.8800 | 0.54% |
| 2022-09-29 | $0.8800 | 0.63% |
| 2022-12-29 | $0.8800 | 0.62% |
| 2023-03-30 | $0.9300 | 0.68% |
| 2023-06-29 | $0.9300 | 0.72% |
| 2023-09-28 | $0.9300 | 0.78% |
| 2023-12-28 | $0.9300 | 0.69% |
| 2024-03-27 | $0.9400 | 0.75% |
| 2024-06-28 | $0.9400 | 0.78% |
| 2024-09-30 | $0.9400 | 0.69% |
| 2024-12-31 | $0.9400 | 0.77% |
| 2025-03-31 | $0.9400 | 0.72% |
| 2025-05-14 | $4.0000 | 3.22% |
| 2025-06-30 | $1.0400 | 0.82% |
| 2025-09-30 | $1.0400 | 0.81% |
| 2025-12-31 | $1.0400 | 0.83% |
| 2026-03-31 | $1.1200 | 0.89% |
| Total | 131 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $48.81 | $9.76 | $0.08 | 0.2259 |
| 2021-09-29 | $49.00 | $9.80 | $0.08 | 0.2071 |
| 2021-12-30 | $49.17 | $9.83 | $0.08 | 0.1874 |
| 2022-03-30 | $52.30 | $10.46 | $0.08 | 0.2344 |
| 2022-06-29 | $52.51 | $10.50 | $0.08 | 0.2622 |
| 2022-09-29 | $52.74 | $10.55 | $0.08 | 0.3140 |
| 2022-12-29 | $53.02 | $10.60 | $0.08 | 0.2923 |
| 2023-03-30 | $56.30 | $11.26 | $0.09 | 0.3225 |
| 2023-06-29 | $56.60 | $11.32 | $0.09 | 0.3515 |
| 2023-09-28 | $56.93 | $11.39 | $0.09 | 0.3839 |
| 2023-12-28 | $57.28 | $11.46 | $0.09 | 0.3384 |
| 2024-03-27 | $58.22 | $11.64 | $0.09 | 0.3680 |
| 2024-06-28 | $58.56 | $11.71 | $0.09 | 0.3885 |
| 2024-09-30 | $58.93 | $11.79 | $0.09 | 0.3481 |
| 2024-12-31 | $59.26 | $11.85 | $0.09 | 0.3847 |
| 2025-03-31 | $59.62 | $11.92 | $0.10 | 0.3700 |
| 2025-05-14 | $255.17 | $51.03 | $0.41 | 1.7175 |
| 2025-06-30 | $68.13 | $13.63 | $0.11 | 0.4300 |
| 2025-09-30 | $68.58 | $13.72 | $0.11 | 0.4244 |
| 2025-12-31 | $69.02 | $13.80 | $0.11 | 0.4447 |
| 2026-03-31 | $74.83 | $14.97 | $0.12 | 0.4743 |
| Total | $1414.96 | $282.99 | $2.26 | 8.4700 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.