Sun Communities

ISIN US8666741041

 | 

WKN 888745

Market cap (in EUR)
13.042 m
Country
Verenigde Staten
Sector
Financiën
Dividend yield
3,23%
 

Overview

Quote

Description

Sun Communities, Inc. levert diensten op het gebied van vastgoedbeheer. Het bedrijf is actief in de volgende segmenten: Manufactured Home Communities, Recreational Vehicle en Marina. Het segment Manufactured Home Communities is eigenaar, uitbater en ontwikkelaar van woongemeenschappen en houdt zich bezig met het verwerven, uitbaten en ontwikkelen van grondgebonden woongemeenschappen om huisvestingsoplossingen te bieden. Het segment Recreational Vehicle richt zich op de ontwikkeling van resorts voor recreatievoertuigen en houdt zich bezig met het verwerven, exploiteren en ontwikkelen van grondgebonden resorts in de Verenigde Staten en Ontario, Canada. Het Marina segment exploiteert jachthavens en houdt zich bezig met het verwerven en exploiteren van jachthavens in de V.S. Het bedrijf is opgericht in 1975 en heeft haar hoofdkantoor in Southfield, MI.
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Financiën Vastgoed Vastgoedbeleggingsinstellingen (REIT's) Verenigde Staten

Chart

Financials

Key metrics

Market capitalisation, EUR 13.042 m
EPS, EUR 7,24
P/B ratio 2,2
P/E ratio 15,7
Dividend yield 3,23%

Income statement (2024)

Revenue, EUR 2.995 m
Net income, EUR 94 m
Profit margin 3,13%

What ETF is Sun Communities in?

There are 39 ETFs which contain Sun Communities. All of these ETFs are listed in the table below. The ETF with the largest weighting of Sun Communities is the iShares US Property Yield UCITS ETF.
ETF Weight Investment focus Fund size (in m EUR)
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0,09%
Equity
World
Multi-Factor Strategy
0
iShares MSCI World UCITS ETF (Dist) 0,02%
Equity
World
7,402
UBS Core MSCI World UCITS ETF USD acc 0,01%
Equity
World
6,649
iShares US Property Yield UCITS ETF 1,57%
Real Estate
United States
498
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0,02%
Equity
World
Multi-Asset Strategy
927
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
15
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0,01%
Equity
World
Multi-Asset Strategy
712
VanEck Global Real Estate UCITS ETF 1,25%
Real Estate
World
333
Xtrackers MSCI World UCITS ETF 1D 0,02%
Equity
World
4,626
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0,02%
Equity
World
29,530
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0,01%
Equity
United States
Social/Environmental
12,811
iShares MSCI North America UCITS ETF 0,02%
Equity
North America
1,063
UBS Core MSCI World UCITS ETF USD dis 0,01%
Equity
World
1,345
iShares MSCI World Screened UCITS ETF USD (Dist) 0,02%
Equity
World
Social/Environmental
962
Vanguard FTSE Developed World UCITS ETF Acc 0,02%
Equity
World
4,970
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0,03%
Equity
United States
2
UBS Core MSCI World UCITS ETF hGBP dis 0,01%
Equity
World
95
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
35
UBS Core MSCI USA UCITS ETF USD dis 0,03%
Equity
United States
1,161
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0,02%
Equity
World
19,371
VanEck Multi-Asset Balanced Allocation UCITS ETF 0,23%
Equity
World
Social/Environmental
Multi-Asset Strategy
39
iShares MSCI ACWI UCITS ETF USD (Acc) 0,02%
Equity
World
22,723
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0,01%
Equity
North America
Social/Environmental
Climate Change
40
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0,02%
Equity
World
Multi-Asset Strategy
69
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0,01%
Equity
World
Multi-Asset Strategy
202
iShares MSCI USA Screened UCITS ETF USD (Dist) 0,03%
Equity
United States
Social/Environmental
1,301
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0,02%
Equity
World
Social/Environmental
491
iShares Developed Markets Property Yield UCITS ETF 0,99%
Real Estate
World
855
UBS Core MSCI World UCITS ETF hEUR acc 0,01%
Equity
World
401
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0,03%
Equity
United States
267
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist 0,88%
Real Estate
World
58
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0,13%
Equity
United States
Multi-Factor Strategy
132
Vanguard FTSE Developed World UCITS ETF Distributing 0,02%
Equity
World
3,556
Vanguard FTSE North America UCITS ETF (USD) Distributing 0,03%
Equity
North America
2,497
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0,00%
Equity
World
Social/Environmental
985
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0,03%
Equity
North America
2,106
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0,03%
Equity
North America
Social/Environmental
24
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0,01%
Equity
World
Multi-Asset Strategy
92
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0,01%
Equity
World
Multi-Asset Strategy
92

Performance

Returns overview

YTD +2.80%
1 month +2.80%
3 months +2.33%
6 months +0.46%
1 year -9.47%
3 years -25.68%
5 years -
Since inception (MAX) -34.13%
2025 -8.55%
2024 -4.10%
2023 -9.63%
2022 -

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 25.50%
Volatility 3 years 24.03%
Volatility 5 years -
Return per risk 1 year -0.37
Return per risk 3 years -0.39
Return per risk 5 years -
Maximum drawdown 1 year -22.81%
Maximum drawdown 3 years -33.45%
Maximum drawdown 5 years -
Maximum drawdown since inception -44.03%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.