Sun Life Financial Inc. (SLF)

Basic Info 50.67 0.57(1.14%)
May 13

Sun Life Financial Inc. started on 03/24/2000

Sun Life Financial Inc. (SLF) Dividend Info

Sun Life Financial Inc. (SLF) dividend growth in the last 12 months is 5.91%

The trailing 12-month yield of Sun Life Financial Inc. is 4.66%. its dividend history:

DateDividend
02/27/2024 0.5769
11/28/2023 0.5743
08/29/2023 0.5519
05/30/2023 0.5516
02/28/2023 0.5289
11/22/2022 0.54
08/23/2022 0.53
05/31/2022 0.53
03/01/2022 0.52
11/23/2021 0.44
08/24/2021 0.44
05/25/2021 0.46
02/26/2021 0.43
11/24/2020 0.42
08/25/2020 0.416
05/26/2020 0.55
02/28/2020 0.411
11/26/2019 0.55
08/27/2019 0.525
05/28/2019 0.525
02/28/2019 0.5
11/27/2018 0.5
08/28/2018 0.475
05/29/2018 0.475
02/28/2018 0.455
11/28/2017 0.455
08/28/2017 0.435
05/26/2017 0.435
03/01/2017 0.42
11/28/2016 0.42
08/29/2016 0.405
05/31/2016 0.405
02/29/2016 0.39
11/23/2015 0.39
08/24/2015 0.38
05/22/2015 0.38
02/23/2015 0.36
11/24/2014 0.36
08/25/2014 0.36
05/23/2014 0.36
02/26/2014 0.36
11/25/2013 0.36
08/26/2013 0.36
05/24/2013 0.36
02/25/2013 0.36
11/26/2012 0.36
08/27/2012 0.36
05/25/2012 0.36
03/05/2012 0.36
11/21/2011 0.36
08/22/2011 0.36
05/23/2011 0.36
02/28/2011 0.36
11/22/2010 0.36
08/23/2010 0.36
05/24/2010 0.36
02/22/2010 0.36
11/23/2009 0.36
08/24/2009 0.36
05/22/2009 0.36
02/23/2009 0.36
11/17/2008 0.36
08/18/2008 0.36
05/19/2008 0.3595
02/25/2008 0.3573
11/19/2007 0.3606
08/20/2007 0.3227
05/21/2007 0.2877
02/16/2007 0.2729
11/20/2006 0.2651
08/21/2006 0.267
05/22/2006 0.2479
02/17/2006 0.2383
11/21/2005 0.2143
08/22/2005 0.2107
05/23/2005 0.1896
02/18/2005 0.1955
11/22/2004 0.1843
08/23/2004 0.1695
05/24/2004 0.153
02/23/2004 0.1571
11/17/2003 0.1305
08/25/2003 0.1212
05/23/2003 0.1237
02/24/2003 0.113
11/15/2002 0.0889
08/23/2002 0.0898
05/08/2002 0.0894
02/22/2002 0.086
11/15/2001 0.075
08/23/2001 0.078
05/23/2001 0.0779
02/22/2001 0.0781
11/09/2000 0.0779

Dividend Growth History for Sun Life Financial Inc. (SLF)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $2.2067 4.76% 4.09% -
2022 $2.12 3.80% 19.77% 4.09%
2021 $1.77 4.01% -1.50% 11.66%
2020 $1.797 3.92% -14.43% 7.09%
2019 $2.1 6.32% 10.24% 1.25%
2018 $1.905 4.63% 9.17% 2.98%
2017 $1.745 4.50% 7.72% 3.99%
2016 $1.62 5.30% 7.28% 4.51%
2015 $1.51 4.22% 4.86% 4.86%
2014 $1.44 4.16% 0.00% 4.86%
2013 $1.44 5.30% 0.00% 4.36%
2012 $1.44 7.47% 0.00% 3.96%
2011 $1.44 4.68% 0.00% 3.62%
2010 $1.44 4.79% 0.00% 3.34%
2009 $1.44 6.10% 0.22% 3.10%
2008 $1.4368 2.62% 15.51% 2.90%
2007 $1.2439 2.96% 22.15% 3.65%
2006 $1.0183 2.47% 25.70% 4.65%
2005 $0.8101 2.45% 22.02% 5.73%
2004 $0.6639 2.60% 35.93% 6.53%
2003 $0.4884 2.82% 37.93% 7.83%
2002 $0.3541 1.71% 14.60% 9.10%
2001 $0.309 1.17% 296.66% 9.35%
2000 $0.0779 0.84% - 15.65%

Dividend Growth Chart for Sun Life Financial Inc. (SLF)


Sun Life Financial Inc. (SLF) Historical Returns And Risk Info

From 07/10/2018 to 05/13/2024, the compound annualized total return (dividend reinvested) of Sun Life Financial Inc. (SLF) is 8.471%. Its cumulative total return (dividend reinvested) is 60.696%.

From 07/10/2018 to 05/13/2024, the Maximum Drawdown of Sun Life Financial Inc. (SLF) is 78.6%.

From 07/10/2018 to 05/13/2024, the Sharpe Ratio of Sun Life Financial Inc. (SLF) is 0.34.

From 07/10/2018 to 05/13/2024, the Annualized Standard Deviation of Sun Life Financial Inc. (SLF) is 30.7%.

From 07/10/2018 to 05/13/2024, the Beta of Sun Life Financial Inc. (SLF) is 0.96.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
07/10/2018
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return(%) -4.5 -2.4 8.3 1.4 9.2 8.6 10.8 8.0 8.5 16.9 -12.9 29.5 2.0 44.5 -15.6 12.7 29.2 -9.3 6.3 39.5 52.5 -35.0 10.5 32.3 -56.8 35.5 8.2 22.5 37.2 50.2 -19.6 -17.8 186.9
Sharpe Ratio NA -0.56 0.26 -0.05 0.29 0.32 NA NA 0.34 0.74 -0.6 1.81 0.04 2.86 -0.93 0.78 1.16 -0.38 0.36 2.16 1.8 -1.01 0.35 0.5 -0.97 1.67 0.28 1.29 1.75 2.24 -0.64 -0.53 6.29
Draw Down(%) NA 9.2 14.3 30.8 50.8 50.8 NA NA 78.6 14.3 30.8 8.8 50.8 8.6 24.2 18.1 16.3 15.2 15.3 12.2 21.4 46.4 28.7 53.1 70.7 10.7 14.4 11.6 10.8 14.7 35.8 34.4 16.4
Standard Deviation(%) NA 17.9 17.2 19.3 26.5 23.7 NA NA 30.7 17.1 24.1 16.3 46.1 15.1 18.2 15.5 25.0 24.6 17.6 18.3 29.3 34.5 29.5 64.3 59.6 19.6 17.4 15.7 20.7 22.1 32.2 38.6 46.0
Treynor Ratio NA -0.16 0.06 -0.01 0.08 0.08 NA NA 0.11 0.15 -0.2 0.44 0.02 0.56 -0.24 0.11 0.22 -0.1 0.07 0.42 0.36 -0.34 0.09 0.17 -0.59 0.48 0.09 0.43 0.42 0.89 -0.25 -0.33 10.3
Alpha NA -0.09 -0.05 -0.02 -0.01 0.0 NA NA 0.03 -0.01 0.01 0.05 -0.06 0.07 -0.05 -0.03 0.05 -0.03 -0.01 0.03 0.09 -0.16 -0.03 -0.03 -0.12 0.11 0.0 0.07 0.09 0.11 0.0 -0.03 0.6
Beta NA 0.62 0.81 0.72 0.91 0.92 NA NA 0.96 0.84 0.71 0.66 1.09 0.77 0.7 1.1 1.29 0.96 0.91 0.93 1.45 1.04 1.19 1.89 0.97 0.68 0.55 0.48 0.86 0.55 0.83 0.62 0.28
RSquare NA 0.18 0.32 0.45 0.57 0.49 NA NA 0.38 0.44 0.53 0.31 0.69 0.41 0.42 0.25 0.48 0.36 0.37 0.34 0.42 0.55 0.56 0.67 0.46 0.31 0.11 0.1 0.23 0.17 0.41 0.13 0.02
Yield(%) N/A 1.1 4.6 3.9 5.2 5.3 7.7 5.9 N/A 4.7 3.8 4.0 3.9 6.3 4.7 4.5 5.3 4.2 4.2 5.3 7.5 4.7 4.8 6.1 2.6 2.9 2.5 2.4 2.6 2.8 1.7 1.2 0.9
Dividend Growth(%) N/A -73.6 5.9 N/A N/A N/A N/A N/A N/A 3.8 19.8 -1.7 -13.9 8.9 9.1 9.3 6.6 4.9 0.0 0.0 0.0 0.0 0.0 0.0 16.1 20.4 27.2 22.7 37.5 33.3 12.5 300.0 N/A

Return Calculator for Sun Life Financial Inc. (SLF)

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Sun Life Financial Inc. (SLF) Historical Return Chart

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Sun Life Financial Inc. (SLF) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/10/2018 to 05/13/2024, the worst annualized return of 3-year rolling returns for Sun Life Financial Inc. (SLF) is -22.2%.
From 07/10/2018 to 05/13/2024, the worst annualized return of 5-year rolling returns for Sun Life Financial Inc. (SLF) is -10.33%.
From 07/10/2018 to 05/13/2024, the worst annualized return of 10-year rolling returns for Sun Life Financial Inc. (SLF) is -0.26%.
From 07/10/2018 to 05/13/2024, the worst annualized return of 20-year rolling returns for Sun Life Financial Inc. (SLF) is 6.9%.

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