Total Return:-2.15%(TTM)
Over the latest trailing 12-month period, total return cagr is -2.15%. The comparable SPY value is +20.46%. Year-to-date total return is -1.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SUI
$261,451
(26.1x return)
Invested on Jun 28, 1996
Growth of $10,000 in SPY (S&P 500)
$182,184
(18.2x return)
Invested on Jun 28, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-1.3%
1-Year Total Return
-2.1%
Current Dividend Yield
3.69%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (5.4%) | (2.1%) | +3.2% |
| 3 Years | (1.7%) | +2.5% | +4.2% |
| 5 Years | (7.1%) | (3.9%) | +3.2% |
| 10 Years | +5.2% | +8.4% | +3.2% |
| 15 Years | +8.3% | +12.5% | +4.2% |
| 20 Years | +7.0% | +13.3% | +6.3% |
About Sun Communities, Inc.
Sun Communities, Inc., a Real Estate Investment Trust (REIT), possessed or managed a substantial portfolio of 603 developed manufactured housing, RV, and marina properties as of March 31, 2022. These holdings comprised nearly 159,300 individual developed sites and over 45,700 wet slips and dry storage spaces. Its operational reach spans 39 U.S. states, Canada, Puerto Rico, and the UK.
- Sector
- Real Estate
- Industry
- REIT - Residential
- CEO
- Charles D. Young