SLF Performance: 23.4% Return (12 Months)

SLF returned 23.4% over 12 months, underperforming the S&P 500 (31.5%). Volatility: 17.8%.

RS IBD 27.07
Top 36% in Peers
Volatility 17.8%
Top 7% in Peers
Total Return 12m 23.43%
Top 41% in Peers
RS Rating 52.07
Top 36% in Peers
P/E
P/E Trailing 14.2
P/E Forward 11.1
High / Low 52w
52 Week High 68.23 USD
52 Week Low 51.18 USD
Sentiment
VRO Trend Strength ±100 43.01
Buy Signal ±3 0.90
Drawdowns 3y
Max Drawdown 14.91%
Mean Drawdown 5.06%
Compare performance with 21 peers in Life & Health Insurance
12m Total Return: SLF (23.4%) vs SPY (31.5%) Total Return of Sun Life Financial versus its related sector ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for SLF Performance: 23.4% Return (12 Months)

Top Performer in Life & Health Insurance (5/21)

Short Term Performance
SYMBOL 1W 1M 3M
NN 4.91% 4.82% 3.79%
GL 4.75% -0.30% 1.64%
SLF 2.75% -2.89% 1.27%
AFL 2.14% -0.50% -1.00%
MFC 3.71% 1.45% -3.90%
FG 4.91% 12.31% -9.86%
Long Term Performance
SYMBOL 6M 12M 5Y
NN 18.61% 63.86% 130.42%
PUK 5.13% 59.21% -25.23%
PST 5.28% 47.09% 160.27%
MFC 10.11% 32.44% 103.05%
BHF 17.12% 24.98% 29.79%
SLF 6.33% 23.43% 53.08%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
PST MI
Poste Italiane SpA		 31.7B -4.66% 47.1% 160% 12.9 - - 41.0% 11.7%
PUK NYSE
Prudential		 36.8B -0.39% 59.2% -25.2% 9.54 13.4 1.31 -4.60% -1.57%
GL NYSE
Globe Life		 11.2B -0.30% 25.8% 50.7% 10.1 10.4 1.30 90.9% 20.2%

Performance: SLF vs S&P 500

Total Return vs S&P 500
PERIOD SLF S&P 500 DIFFERENCE
1 Month -2.89% -3.48% 0.61%
3 Months 1.27% -4.38% 5.91%
6 Months 6.33% -1.79% 8.27%
12 Months 23.43% 31.52% -6.15%
5 Years 53.08% 72.80% -11.41%

SLF Performance FAQ

Does SLF outperform the market?

No, SLF underperforms the market. Over the past 12 months, SLF returned 23.43% compared to 31.52% for the S&P 500.

What is the SLF return over the last 12 months?

SLF has returned 23.43% over the past 12 months, including dividends. Over 3 months the return was 1.27%, and over 5 years 53.08%.

How risky is SLF?

SLF has relatively low risk with a maximum drawdown of 14.91% over the past 3 years. The average drawdown is 5.06%.

SLF vs Sectors (12m)

Sorted by outperformance. Positive = SLF beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP 14.9%
Health Care XLV 12.3%
Real Estate XLRE 10.2%
Financials XLF 9.4%
Consumer Discretionary XLY 2.7%
Communication Services XLC -6%
Communication Services XLC -6%
Materials XLB -10.7%
Industrials XLI -18%
Technology XLK -25.7%
Energy XLE -32.9%

SLF vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -6.15%
Gold GLD -33.5%
Long-Term Bonds TLT 22.7%