Sunrise Realty Trust, Inc. (SUNS) Stock Total Returns
Growth of $10,000 chart
2024-07-09 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$9,035
Total Return
-9.65%
CAGR
-5.20%
Dividends
$2,054.85
Yield on Cost
20.55%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.56% |
| Median | -1.23% |
| Best | +32.61% |
| Worst | -25.12% |
| % of Windows Positive | 42.7% |
1-Year (252 Trading Days)
| Average | -16.60% |
| Median | -16.93% |
| Best | +10.48% |
| Worst | -33.08% |
| % of Windows Positive | 7.5% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -45.24% |
| Average Drawdown | -24.35% |
| Drawdown Duration | 376 Trading Days (Unrecovered) |
| Sortino Ratio | 0.17 |
| Calmar Ratio | -0.11 |
| CVaR (5%) | -6.61% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -7.16% (-16.15% ann.) | $715.66 | $318.13 | $63.63 | $0.51 |
| 2025 | -26.60% | $2659.91 | $881.08 | $176.22 | $1.40 |
| 2024 partial | +32.58% (+80.13% ann.) | +$3257.53 | $577.18 | $115.43 | $0.93 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | July 9, 2024 – September 17, 2024 | +30.91% | +307.69% | +$3090.91 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -30.50% | -19.21% | $3050.22 | $1580.65 | $316.13 | $2.53 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2024-09-30 | $0.2100 | 1.43% |
| 2024-12-31 | $0.4200 | 2.89% |
| 2025-03-31 | $0.3000 | 2.68% |
| 2025-06-30 | $0.3000 | 2.66% |
| 2025-09-30 | $0.3000 | 2.73% |
| 2025-12-31 | $0.3000 | 3.06% |
| 2026-03-31 | $0.3000 | 3.77% |
| Total | 7 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2024-07-09 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2024-09-30 | $190.91 | $38.18 | $0.31 | 10.5922 |
| 2024-12-31 | $386.27 | $77.25 | $0.62 | 21.9031 |
| 2025-03-31 | $282.48 | $56.50 | $0.45 | 20.3730 |
| 2025-06-30 | $288.59 | $57.72 | $0.46 | 21.7366 |
| 2025-09-30 | $295.11 | $59.02 | $0.47 | 22.6771 |
| 2025-12-31 | $301.91 | $60.38 | $0.48 | 25.5617 |
| 2026-03-31 | $309.58 | $61.92 | $0.50 | 32.2254 |
| Total | $2054.85 | $410.97 | $3.29 | 155.0691 |
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.