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Relative Intelligence · Consumer Electronics

How Sony Group (SONY) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on SONY alone. It places SONY (Sony Group Corporation) against 16 popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where SONY stands in the market, and of the alternatives worth a closer look.

Period covered: SONY's full trading record, from October 1986 through September 2026. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against SONY →Chart SONY vs. 16 alternatives →
On this page12 sections

Key findings

How much would $10,000 in SONY have grown?

This chart tracks a hypothetical $10,000 investment in SONY over the past 29 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of SONY over the same span and SONY's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Choose a period

From the end of September 1997 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 862 of the 1,042 stocks and funds worth at least $500 million that traded the whole period ended ahead of SONY; the chart shows 5, closest alternatives first. The other 1 line is a popular alternative, shown for context.

$10,000$100,000$1M$10M199720022007201220172022$10,000$100,000$1M$10M19972004201120182025
  • AAPL$21M+205,249% total · +30.1% a year
  • LOGI$631,227+6,212% total · +15.4% a year
  • MSFT$508,386+4,984% total · +14.5% a year
  • TTWO$392,265+3,823% total · +13.5% a year
  • AMD$375,764+3,658% total · +13.3% a year
  • SPY (S&P 500)$132,907+1,229% total · +9.3% a year
  • DIS$52,341+423% total · +5.9% a year
  • SONY$30,560+206% total · +3.9% a year
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From the end of September 2021 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 2,335 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of SONY; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$10,000$20,000$50,000$100,000202120222023202420252026$10,000$20,000$50,000$100,000202120222023202420252026
  • NVDA$110,811+1,008% total · +61.8% a year
  • AMD$59,452+495% total · +42.8% a year
  • TSM$43,622+336% total · +34.3% a year
  • AAPL$24,129+141% total · +19.3% a year
  • MSGS$22,813+128% total · +17.9% a year
  • GRMN$20,536+105% total · +15.5% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
  • MSFT$18,958+89.6% total · +13.6% a year
  • LOGI$12,457+24.6% total · +4.5% a year
  • SONY$10,955+9.5% total · +1.8% a year
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SONY at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

The company

Market value
$150B
Industry
Consumer Electronics
Price history from
October 1986

Returns

Past 1 year
−13.2%total return
Past 3 years
+54.0%+15.5% a year
Past 5 years
+15.4%+2.9% a year
Past 10 years
+309%+15.1% a year
Best calendar year
+297%1999
Worst calendar year
−59.3%2008
Losing years
9 of 29full calendar years

Risk

Volatility
29.2%typical yearly swing, 5 years
Sharpe ratio
0.24return per unit of risk, 5 years
Worst decline ever
−93.2%Feb 2000 to Dec 2012
From its all-time high
−16.3%below the peak

SONY against the whole market

Where SONY ranks among every stock and fund, and what across the market has done better.

How does SONY rank among all stocks?

This section ranks SONY on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how SONY stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureSONYRankStanding
1-year return−13.2%2,449 of 3,287bottom 26%
3-year return+54.0%1,482 of 3,017top 49%
5-year return+15.4%1,517 of 2,893bottom 49%
10-year return+309%567 of 2,202top 26%
Volatility, 5 years29.2%653 of 2,893top 23%
Sharpe ratio, 5 years0.241,719 of 2,893bottom 42%
Worst decline, past 10 years−50.6%478 of 2,187top 22%

What has beaten SONY on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). SONY sits where the dashed lines cross. Anything in the green box above and to the left earned more than SONY with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to SONY; faint dots are 92 more of the 972 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

−10.0%0.0%10.0%20.0%30.0%40.0%50.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than SONYPM: +21.0% a year, volatility 23.4%CSCO: +16.8% a year, volatility 26.1%MCK: +38.7% a year, volatility 25.0%MRK: +16.3% a year, volatility 24.8%AMGN: +19.6% a year, volatility 24.9%MNST: +17.2% a year, volatility 24.9%CME: +11.2% a year, volatility 20.8%ADP: +9.0% a year, volatility 22.9%DGX: +12.3% a year, volatility 22.5%EXPD: +12.0% a year, volatility 27.1%COST: +17.4% a year, volatility 22.9%EWT: +20.4% a year, volatility 24.2%CIBR: +14.1% a year, volatility 26.1%VLUE: +15.9% a year, volatility 18.4%AIZ: +13.3% a year, volatility 25.3%NEU: +21.0% a year, volatility 26.8%THG: +14.4% a year, volatility 22.9%FLTW: +21.8% a year, volatility 24.3%RSPT: +16.9% a year, volatility 25.1%PGR: +21.3% a year, volatility 25.6%IBB: +6.2% a year, volatility 22.4%DIVB: +13.9% a year, volatility 15.4%RY: +17.3% a year, volatility 18.2%JAAA: +5.1% a year, volatility 1.7%HACK: +12.6% a year, volatility 25.8%FBT: +10.8% a year, volatility 22.2%FXL: +11.0% a year, volatility 26.2%USFR: +4.0% a year, volatility 0.4%XOM: +27.1% a year, volatility 26.5%NPK: +16.3% a year, volatility 27.3%IHAK: +8.3% a year, volatility 25.0%RCBC: +14.6% a year, volatility 27.2%VTI: +11.5% a year, volatility 17.5%SHEL: +21.0% a year, volatility 24.8%PJP: +11.2% a year, volatility 16.6%VOO: +12.8% a year, volatility 16.9%TECB: +13.1% a year, volatility 23.9%BRK-B: +13.4% a year, volatility 17.1%JPM: +17.3% a year, volatility 24.3%MO: +17.8% a year, volatility 21.4%TRV: +22.4% a year, volatility 22.3%JNJ: +12.7% a year, volatility 17.9%VRIG: +4.7% a year, volatility 1.3%DXJ: +26.6% a year, volatility 19.1%LVHI: +17.0% a year, volatility 11.1%BNS: +12.9% a year, volatility 19.9%BALT: +6.3% a year, volatility 3.3%VXUS: +8.2% a year, volatility 16.4%CTAS: +16.5% a year, volatility 23.1%QQQ: +14.5% a year, volatility 23.0%NVS: +17.1% a year, volatility 20.7%FLRT: +6.0% a year, volatility 2.3%VTV: +12.1% a year, volatility 13.7%XLE: +22.6% a year, volatility 25.5%TAK: +11.9% a year, volatility 19.4%GILD: +22.8% a year, volatility 24.9%MET: +12.0% a year, volatility 25.4%VEA: +9.3% a year, volatility 16.9%TD: +15.8% a year, volatility 20.0%TJX: +19.9% a year, volatility 22.3%GLD: +17.7% a year, volatility 18.9%PG: +5.1% a year, volatility 18.3%LIN: +11.5% a year, volatility 20.9%PAA: +27.0% a year, volatility 25.6%CB: +15.7% a year, volatility 20.4%PBA: +13.8% a year, volatility 21.5%VO: +6.8% a year, volatility 17.6%FLOT: +4.5% a year, volatility 1.8%VIG: +10.4% a year, volatility 14.1%TT: +22.7% a year, volatility 27.7%RPRX: +13.3% a year, volatility 23.8%COR: +24.2% a year, volatility 22.8%SCHD: +9.7% a year, volatility 14.3%T: +9.8% a year, volatility 25.2%GWW: +26.3% a year, volatility 24.9%UNP: +7.1% a year, volatility 22.9%VB: +6.2% a year, volatility 20.6%RGA: +19.7% a year, volatility 27.3%BLK: +7.1% a year, volatility 27.1%LMT: +11.1% a year, volatility 24.2%VT: +10.3% a year, volatility 16.2%SO: +11.3% a year, volatility 18.8%TMUS: +6.4% a year, volatility 26.1%IEMG: +6.8% a year, volatility 19.4%VWO: +5.2% a year, volatility 17.5%EP-PC: +5.2% a year, volatility 8.9%LH: +7.3% a year, volatility 23.8%ENB: +9.1% a year, volatility 18.9%RSG: +13.9% a year, volatility 18.5%UL: +5.5% a year, volatility 21.5%PJUL: +10.5% a year, volatility 8.6%RSP: +8.2% a year, volatility 16.1%SONY: +2.9% a year, volatility 29.2%SPY (S&P 500): +12.7% a year, volatility 17.1%AAPL: +18.5% a year, volatility 28.0%MSFT: +12.5% a year, volatility 28.2%GRMN: +14.8% a year, volatility 31.6%MSGS: +18.4% a year, volatility 25.6%TXN: +9.9% a year, volatility 33.7%QCOM: +8.2% a year, volatility 42.8%ASX: +48.8% a year, volatility 43.0%FWONK: +11.8% a year, volatility 27.2%FWONA: +11.8% a year, volatility 27.2%ABBV: +26.1% a year, volatility 23.4%V: +12.8% a year, volatility 22.9%KO: +14.7% a year, volatility 16.8%MA: +12.4% a year, volatility 23.8%VGT: +18.4% a year, volatility 26.0%WMT: +20.8% a year, volatility 22.6%FNV: +12.5% a year, volatility 31.3%SGOV: +3.8% a year, volatility 0.3%CAH: +42.1% a year, volatility 24.7%SONYSPY (S&P 500)AAPLMSFTGRMNMSGSTXNQCOMASXABBVKOWMTFNVSGOVCAH−10.0%0.0%10.0%20.0%30.0%40.0%50.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than SONYPM: +21.0% a year, volatility 23.4%CSCO: +16.8% a year, volatility 26.1%MCK: +38.7% a year, volatility 25.0%MRK: +16.3% a year, volatility 24.8%AMGN: +19.6% a year, volatility 24.9%MNST: +17.2% a year, volatility 24.9%CME: +11.2% a year, volatility 20.8%ADP: +9.0% a year, volatility 22.9%DGX: +12.3% a year, volatility 22.5%EXPD: +12.0% a year, volatility 27.1%COST: +17.4% a year, volatility 22.9%EWT: +20.4% a year, volatility 24.2%CIBR: +14.1% a year, volatility 26.1%VLUE: +15.9% a year, volatility 18.4%AIZ: +13.3% a year, volatility 25.3%NEU: +21.0% a year, volatility 26.8%THG: +14.4% a year, volatility 22.9%FLTW: +21.8% a year, volatility 24.3%RSPT: +16.9% a year, volatility 25.1%PGR: +21.3% a year, volatility 25.6%IBB: +6.2% a year, volatility 22.4%DIVB: +13.9% a year, volatility 15.4%RY: +17.3% a year, volatility 18.2%JAAA: +5.1% a year, volatility 1.7%HACK: +12.6% a year, volatility 25.8%FBT: +10.8% a year, volatility 22.2%FXL: +11.0% a year, volatility 26.2%USFR: +4.0% a year, volatility 0.4%XOM: +27.1% a year, volatility 26.5%NPK: +16.3% a year, volatility 27.3%IHAK: +8.3% a year, volatility 25.0%RCBC: +14.6% a year, volatility 27.2%VTI: +11.5% a year, volatility 17.5%SHEL: +21.0% a year, volatility 24.8%PJP: +11.2% a year, volatility 16.6%VOO: +12.8% a year, volatility 16.9%TECB: +13.1% a year, volatility 23.9%BRK-B: +13.4% a year, volatility 17.1%JPM: +17.3% a year, volatility 24.3%MO: +17.8% a year, volatility 21.4%TRV: +22.4% a year, volatility 22.3%JNJ: +12.7% a year, volatility 17.9%VRIG: +4.7% a year, volatility 1.3%DXJ: +26.6% a year, volatility 19.1%LVHI: +17.0% a year, volatility 11.1%BNS: +12.9% a year, volatility 19.9%BALT: +6.3% a year, volatility 3.3%VXUS: +8.2% a year, volatility 16.4%CTAS: +16.5% a year, volatility 23.1%QQQ: +14.5% a year, volatility 23.0%NVS: +17.1% a year, volatility 20.7%FLRT: +6.0% a year, volatility 2.3%VTV: +12.1% a year, volatility 13.7%XLE: +22.6% a year, volatility 25.5%TAK: +11.9% a year, volatility 19.4%GILD: +22.8% a year, volatility 24.9%MET: +12.0% a year, volatility 25.4%VEA: +9.3% a year, volatility 16.9%TD: +15.8% a year, volatility 20.0%TJX: +19.9% a year, volatility 22.3%GLD: +17.7% a year, volatility 18.9%PG: +5.1% a year, volatility 18.3%LIN: +11.5% a year, volatility 20.9%PAA: +27.0% a year, volatility 25.6%CB: +15.7% a year, volatility 20.4%PBA: +13.8% a year, volatility 21.5%VO: +6.8% a year, volatility 17.6%FLOT: +4.5% a year, volatility 1.8%VIG: +10.4% a year, volatility 14.1%TT: +22.7% a year, volatility 27.7%RPRX: +13.3% a year, volatility 23.8%COR: +24.2% a year, volatility 22.8%SCHD: +9.7% a year, volatility 14.3%T: +9.8% a year, volatility 25.2%GWW: +26.3% a year, volatility 24.9%UNP: +7.1% a year, volatility 22.9%VB: +6.2% a year, volatility 20.6%RGA: +19.7% a year, volatility 27.3%BLK: +7.1% a year, volatility 27.1%LMT: +11.1% a year, volatility 24.2%VT: +10.3% a year, volatility 16.2%SO: +11.3% a year, volatility 18.8%TMUS: +6.4% a year, volatility 26.1%IEMG: +6.8% a year, volatility 19.4%VWO: +5.2% a year, volatility 17.5%EP-PC: +5.2% a year, volatility 8.9%LH: +7.3% a year, volatility 23.8%ENB: +9.1% a year, volatility 18.9%RSG: +13.9% a year, volatility 18.5%UL: +5.5% a year, volatility 21.5%PJUL: +10.5% a year, volatility 8.6%RSP: +8.2% a year, volatility 16.1%SONY: +2.9% a year, volatility 29.2%SPY (S&P 500): +12.7% a year, volatility 17.1%AAPL: +18.5% a year, volatility 28.0%MSFT: +12.5% a year, volatility 28.2%GRMN: +14.8% a year, volatility 31.6%MSGS: +18.4% a year, volatility 25.6%TXN: +9.9% a year, volatility 33.7%QCOM: +8.2% a year, volatility 42.8%ASX: +48.8% a year, volatility 43.0%FWONK: +11.8% a year, volatility 27.2%FWONA: +11.8% a year, volatility 27.2%ABBV: +26.1% a year, volatility 23.4%V: +12.8% a year, volatility 22.9%KO: +14.7% a year, volatility 16.8%MA: +12.4% a year, volatility 23.8%VGT: +18.4% a year, volatility 26.0%WMT: +20.8% a year, volatility 22.6%FNV: +12.5% a year, volatility 31.3%SGOV: +3.8% a year, volatility 0.3%CAH: +42.1% a year, volatility 24.7%SONYSPY (S&P 500)AAPLMSGSTXNQCOMASXABBVKOSGOVCAH
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region
  • 1 with more than 1.6× SONY's volatility is in the table only

Is there a better investment than SONY?

Investments that beat SONY over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat SONY over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks SONY's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than SONY follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than SONY's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× SONY's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than SONY's.

Screen the whole market against SONY for any period in BetterThanSPYOpen these 19 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with SONY?lower diversifies moreExpenseper year
SONYSony Group Corporation · this page
+2.9%29.2%0.24−50.6%+309%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%0.510.09%
Popular alternativesbest 4 shownThe investments people most often weigh against SONY. 4 of 16 passed at least one test.
AAPLApple Inc. · Computer Hardware
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+18.5%28.0%0.75−38.5%+1,168%0.52—
MSFTMicrosoft Corporation · Software
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.5%28.2%0.56−37.1%+946%0.48—
AMDAdvanced Micro Devices, Inc. · Semiconductors
Higher return in most periods+35.7%57.6%0.82−65.5%+7,583%0.20—
GRMNGarmin Ltd. · Computer Hardware
Higher return, similar volatility+14.8%31.6%0.59−54.6%+670%0.33—
Same and neighboring categories, and shared themesbest 6 shownEverything else in Consumer Electronics and the categories next to it (Entertainment, Computer Hardware, Semiconductors), plus SONY's specific themes. 13 of 64 passed at least one test.
MSGSMadison Square Garden Sports Corp. · Entertainment
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+18.4%25.6%0.79−41.6%+432%0.13—
TXNTexas Instruments Incorporated · Semiconductors
Higher Sharpe, smaller worst declineHigher return in most periods+9.9%33.7%0.45−33.4%+424%0.23—
QCOMQUALCOMM Incorporated · Semiconductors
Higher Sharpe, smaller worst declineHigher return in most periods+8.2%42.8%0.40−44.3%+239%0.33—
ASXASE Technology Holding Co., Ltd. · Semiconductors
Higher return in most periods+48.8%43.0%1.15−52.5%+967%0.23—
FWONKLiberty Media Corporation · Entertainment
Higher return, lower volatility+11.8%27.2%0.55−57.7%+244%0.44—
FWONAFormula One Group · Entertainment
Higher return, lower volatility+11.8%27.2%0.55−60.8%+213%0.44—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 1,465 of 3,554 passed at least one test.
ABBVAbbVie Inc. · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+26.1%23.4%1.11−45.1%+603%0.21—
VVisa Inc. · Payment Processing
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.8%22.9%0.64−36.4%+429%0.42—
KOThe Coca-Cola Company · Food & Beverages
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+14.7%16.8%0.91−37.0%+204%0.35—
MAMastercard Incorporated · Payment Processing
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.4%23.8%0.61−41.0%+541%0.41—
VGTVanguard Information Technology ETF · Technology Equity
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+18.4%26.0%0.78−35.1%+779%0.420.09%
WMTWalmart Inc. · Discount Retail
Higher return, lower volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+20.8%22.6%0.96−25.7%+508%0.14—
FNVFranco-Nevada Corporation · Gold Mining
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.5%31.3%0.53−37.1%+303%0.36—
SGOViShares 0-3 Month Treasury Bond ETF · Treasury Bonds
On the frontierSimilar return, lower volatilityHigher Sharpe, smaller worst decline+3.8%0.3%13.25−0.3%—0.150.09%
What these numbers mean for SONY
Annual return
SONY returned 2.9% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $11,500. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
SONY's volatility over the past 5 years was 29.2%, 1.7 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, SONY's return lands within 29.2% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
SONY's Sharpe ratio over the past 5 years was 0.24, against 0.79 for the S&P 500, so SONY earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
SONY's worst fall from a peak to a low over the past 10 years was 50.6%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 50.6% fall takes a 102% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, SONY's monthly returns had a correlation of 0.51 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against SONY instead: the lower it is, the more that option would diversify a SONY holding. Guide: Correlation and diversification →
Show all 972 stocks and funds worth at least $500 million that earned more than SONY with less volatility

Out of 3,633 tested over 5 years. The strongest 100 are listed, best first, with funds that hold the same thing listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with SONYExpense
1
ABBVAbbVie Inc. · Pharmaceuticals
Whole market+26.1%23.4%1.11−45.1%+603%0.21—
2
VVisa Inc. · Payment Processing
Whole market+12.8%22.9%0.64−36.4%+429%0.42—
3
KOThe Coca-Cola Company · Food & Beverages
Whole market+14.7%16.8%0.91−37.0%+204%0.35—
4
MAMastercard Incorporated · Payment Processing
Whole market+12.4%23.8%0.61−41.0%+541%0.41—
5
PMPhilip Morris International Inc. · Tobacco
Whole market+21.0%23.4%0.94−42.9%+242%0.28—
6
CSCOCisco Systems, Inc. · Communications Equipment
Whole market+16.8%26.1%0.73−42.0%+374%0.37—
7
MCKMcKesson Corporation · Health Care Distribution
Whole market+38.7%25.0%1.44−38.1%+586%0.29—
8
MRKMerck & Co., Inc. · Pharmaceuticals
Whole market+16.3%24.8%0.74−43.4%+241%0.09—
9
AMGNAmgen Inc. · Biotechnology
Whole market+19.6%24.9%0.85−24.9%+266%0.30—
10
VGTVanguard Information Technology ETF · Technology Equity
Whole market+18.4%26.0%0.78−35.1%+779%0.420.09%
11
MNSTMonster Beverage Corporation · Food & Beverages
Whole market+17.2%24.9%0.77−30.4%+285%0.29—
12
CMECME Group Inc. · Capital Markets
Whole market+11.2%20.8%0.62−37.4%+319%0.34—
13
ADPAutomatic Data Processing, Inc. · Business Services
Whole market+9.0%22.9%0.49−40.8%+320%0.42—
14
WMTWalmart Inc. · Discount Retail
Whole market+20.8%22.6%0.96−25.7%+508%0.14—
15
DGXQuest Diagnostics Incorporated · Medical Diagnostics
Whole market+12.3%22.5%0.63−36.6%+243%0.43—
16
EXPDExpeditors International of Washington, Inc. · Freight & Logistics
Whole market+12.0%27.1%0.56−35.6%+349%0.55—
17
COSTCostco Wholesale Corporation · Discount Retail
Whole market+17.4%22.9%0.82−31.4%+685%0.44—
18
EWTiShares MSCI Taiwan ETF · International Equity
Whole market+20.4%24.2%0.89−38.9%+468%0.360.59%
19
CIBRFirst Trust Nasdaq Cybersecurity ETF · Cybersecurity
Whole market+14.1%26.1%0.64−33.9%+454%0.340.58%
20
VLUEiShares MSCI USA Value Factor ETF · US Large-Cap Value
Whole market+15.9%18.4%0.90−39.5%+286%0.400.15%
21
AIZAssurant, Inc. · Property & Casualty Insurance
Whole market+13.3%25.3%0.62−44.6%+312%0.20—
22
NEUNewMarket Corporation · Specialty Chemicals
Whole market+21.0%26.8%0.85−40.7%+165%0.37—
23
CAHCardinal Health, Inc. · Health Care Distribution
Whole market+42.1%24.7%1.55−46.1%+349%0.14—
24
THGThe Hanover Insurance Group, Inc. · Property & Casualty Insurance
Whole market+14.4%22.9%0.70−40.1%+291%0.23—
25
FLTWFranklin FTSE Taiwan ETF · Technology
Whole market+21.8%24.3%0.94−38.0%—0.350.19%
26
RSPTInvesco S&P 500 Equal Weight Technology ETF · Technology Equity
Whole market+16.9%25.1%0.75−33.7%+572%0.430.40%
27
PGRThe Progressive Corporation · Property & Casualty Insurance
Whole market+21.3%25.6%0.89−30.3%+816%0.27—
28
IBBiShares Biotechnology ETF · Biotechnology
Whole market+6.2%22.4%0.38−39.8%+140%0.370.44%
29
MSGSMadison Square Garden Sports Corp. · Entertainment
Same or nearby category+18.4%25.6%0.79−41.6%+432%0.13—
30
DIVBiShares Core Dividend ETF · Dividend & Income
Whole market+13.9%15.4%0.93−36.9%—0.550.05%
31
RYRoyal Bank of Canada · Banks
Whole market+17.3%18.2%0.97−40.0%+352%0.34—
32
JAAAJanus Henderson AAA CLO ETF · CLO Bonds
Whole market+5.1%1.7%2.98−2.6%—0.130.20%
33
HACKAmplify Cybersecurity ETF · Technology
Whole market+12.6%25.8%0.59−38.7%+373%0.330.60%
34
FBTFirst Trust NYSE Arca Biotechnology Index Fund · Healthcare
Whole market+10.8%22.2%0.58−33.3%+203%0.390.55%
35
FXLFirst Trust Technology AlphaDEX Fund · Technology
Whole market+11.0%26.2%0.53−38.5%+523%0.390.60%
36
USFRWisdomTree Floating Rate Treasury Fund · Treasury Bonds
Whole market+4.0%0.4%9.69−0.8%+28.2%0.000.15%
37
XOMExxonmobil Holdings Corporation · Integrated Oil & Gas
Whole market+27.1%26.5%1.04−61.0%+214%0.03—
38
NPKNational Presto Industries, Inc. · Aerospace & Defense
Whole market+16.3%27.3%0.69−45.5%+181%0.18—
39
IHAKiShares Cybersecurity and Tech ETF · Technology
Whole market+8.3%25.0%0.44−34.4%—0.330.47%
40
RCBCRiver City Bank · Banks - Regional
Whole market+14.6%27.2%0.64−45.5%+345%0.11—
41
VTIVanguard Morningstar Total Stock Market ETF · US Total Market
Whole market+11.5%17.5%0.71−35.0%+302%0.500.03%
42
SHELShell plc · Integrated Oil & Gas
Whole market+21.0%24.8%0.90−67.2%+233%0.10—
43
PJPInvesco Pharmaceuticals ETF · Healthcare
Whole market+11.2%16.6%0.72−34.0%+135%0.400.58%
44
VOOVanguard S&P 500 ETF · US Large-Cap Equity
Whole market+12.8%16.9%0.80−34.0%+324%0.510.03%
45
TECBiShares U.S. Tech Breakthrough Multisector ETF · Broad Market
Whole market+13.1%23.9%0.64−41.6%—0.480.30%
46
BRK-BBerkshire Hathaway Inc. · Insurance
Whole market+13.4%17.1%0.82−29.6%+274%0.46—
47
JPMJPMorgan Chase & Co. · Banks
Whole market+17.3%24.3%0.78−43.6%+537%0.42—
48
MOAltria Group, Inc. · Tobacco
Whole market+17.8%21.4%0.88−53.7%+140%0.11—
49
TRVThe Travelers Companies, Inc. · Property & Casualty Insurance
Whole market+22.4%22.3%1.02−46.3%+347%0.30—
50
JNJJohnson & Johnson · Pharmaceuticals
Whole market+12.7%17.9%0.76−27.4%+196%0.09—
51
VRIGInvesco Variable Rate Investment Grade ETF · Bonds
Whole market+4.7%1.3%3.51−13.1%+40.5%0.180.30%
52
DXJWisdomTree Japan Hedged Equity Fund · International Equity
Whole market+26.6%19.1%1.34−39.1%+428%0.220.48%
53
LVHIFranklin International Low Volatility High Dividend Index ETF · International Equity
Whole market+17.0%11.1%1.48−32.4%+194%0.490.40%
54
BNSThe Bank of Nova Scotia · Banks
Whole market+12.9%19.9%0.71−46.9%+187%0.50—
55
BALTInnovator Defined Wealth Shield ETF · Crypto
Whole market+6.3%3.3%1.85−4.9%—0.410.69%
56
VXUSVanguard Total International Stock ETF · International Equity
Whole market+8.2%16.4%0.57−36.0%+140%0.570.05%
57
CTASCintas Corporation · Business Services
Whole market+16.5%23.1%0.78−48.4%+808%0.44—
58
QQQInvesco QQQ Trust, Series 1 · US Large-Cap Growth
Whole market+14.5%23.0%0.71−35.1%+553%0.450.18%
59
NVSNovartis AG · Pharmaceuticals
Whole market+17.1%20.7%0.87−26.8%+226%0.40—
60
FLRTPacer Aristotle Pacific Floating Rate High Income ETF · Financials
Whole market+6.0%2.3%2.55−21.0%+58.0%0.300.60%
61
VTVVanguard Morningstar Value ETF · US Large-Cap Value
Whole market+12.1%13.7%0.90−36.8%+235%0.460.03%
62
XLEState Street Energy Select Sector SPDR ETF · Energy Equity
Whole market+22.6%25.5%0.93−66.8%+189%0.150.08%
63
TAKTakeda Pharmaceutical Company Limited · Pharmaceuticals
Whole market+11.9%19.4%0.68−54.4%+30.4%0.20—
64
GILDGilead Sciences, Inc. · Biotechnology
Whole market+22.8%24.9%0.95−30.5%+200%0.36—
65
METMetLife, Inc. · Life Insurance
Whole market+12.0%25.4%0.58−55.2%+240%0.21—
66
VEAVanguard FTSE Developed Markets ETF · Developed International Equity
Whole market+9.3%16.9%0.61−35.8%+153%0.580.03%
67
TDThe Toronto-Dominion Bank · Banks
Whole market+15.8%20.0%0.84−42.0%+310%0.31—
68
TJXThe TJX Companies, Inc. · Specialty Retail
Whole market+19.9%22.3%0.93−42.5%+361%0.42—
69
GLDSPDR Gold Shares · Gold
Whole market+17.7%18.9%0.96−26.4%+213%0.280.40%
70
PGThe Procter & Gamble Company · Household & Personal Products
Whole market+5.1%18.3%0.37−23.8%+145%0.27—
71
LINLinde plc · Chemicals
Whole market+11.5%20.9%0.63−32.6%+394%0.30—
72
PAAPlains All American Pipeline, L.P. · Oil & Gas Midstream
Whole market+27.0%25.6%1.06−87.9%+64.0%0.18—
73
CBChubb Limited · Property & Casualty Insurance
Whole market+15.7%20.4%0.82−42.6%+248%0.21—
74
PBAPembina Pipeline Corporation · Oil & Gas Midstream
Whole market+13.8%21.5%0.71−70.9%+172%0.35—
75
VOVanguard Morningstar Mid-Cap ETF · US Mid-Cap Equity
Whole market+6.8%17.6%0.47−39.4%+198%0.490.03%
76
FLOTiShares Floating Rate Bond ETF · Floating Rate Bonds
Whole market+4.5%1.8%2.48−13.5%+35.9%0.170.15%
77
VIGVanguard Dividend Appreciation ETF · US Dividend Equity
Whole market+10.4%14.1%0.78−31.7%+258%0.540.04%
78
TTTrane Technologies plc · Building Products
Whole market+22.7%27.7%0.88−40.5%+955%0.20—
79
RPRXRoyalty Pharma plc · Pharmaceuticals
Whole market+13.3%23.8%0.65−49.7%—0.19—
80
CORCencora, Inc. · Health Care Distribution
Whole market+24.2%22.8%1.07−32.4%+406%0.38—
81
SCHDSchwab U.S. Dividend Equity ETF · US Dividend Equity
Whole market+9.7%14.3%0.72−33.4%+252%0.470.06%
82
TAT&T Inc. · Integrated Telecommunications
Whole market+9.8%25.2%0.50−39.4%+60.7%0.40—
83
GWWW.W. Grainger, Inc. · Industrial Distribution
Whole market+26.3%24.9%1.07−41.6%+654%0.15—
84
UNPUnion Pacific Corporation · Railroads
Whole market+7.1%22.9%0.42−38.7%+295%0.42—
85
VBVanguard Morningstar Small-Cap ETF · US Small-Cap Equity
Whole market+6.2%20.6%0.40−42.0%+179%0.400.03%
86
RGAReinsurance Group of America, Incorporated · Insurance
Whole market+19.7%27.3%0.80−65.8%+199%0.14—
87
BLKBlackRock, Inc. · Asset Management
Whole market+7.1%27.1%0.39−43.9%+313%0.49—
88
LMTLockheed Martin Corporation · Aerospace & Defense
Whole market+11.1%24.2%0.56−36.7%+204%0.03—
89
VTVanguard Total World Stock ETF · Global Equity
Whole market+10.3%16.2%0.69−34.2%+223%0.550.06%
90
SOThe Southern Company · Electric Utilities
Whole market+11.3%18.8%0.67−38.4%+170%0.23—
91
TMUST-Mobile US, Inc. · Telecommunications
Whole market+6.4%26.1%0.37−44.0%+253%0.39—
92
IEMGiShares Core MSCI Emerging Markets ETF · Emerging Markets Equity
Whole market+6.8%19.4%0.44−38.7%+122%0.410.09%
93
VWOVanguard FTSE Emerging Markets ETF · Emerging Markets Equity
Whole market+5.2%17.5%0.38−36.4%+102%0.460.06%
94
EP-PCEl Paso Energy Capital Trust I PFD CV TR SECS · Preferred Stocks
Whole market+5.2%8.9%0.61−25.4%+37.8%0.26—
95
LHLabcorp Holdings Inc. · Medical Diagnostics
Whole market+7.3%23.8%0.42−46.6%+184%0.55—
96
ENBEnbridge Inc. · Oil & Gas Midstream
Whole market+9.1%18.9%0.56−44.1%+103%0.46—
97
RSGRepublic Services, Inc. · Environmental Services
Whole market+13.9%18.5%0.80−34.0%+446%0.33—
98
ULUnilever PLC · Household & Personal Products
Whole market+5.5%21.5%0.36−30.1%+89.8%0.40—
99
PJULInnovator U.S. Equity Power Buffer ETF · Broad Market
Whole market+10.5%8.6%1.20−18.2%—0.440.79%
100
RSPInvesco S&P 500 Equal Weight ETF · US Large-Cap Equity
Whole market+8.2%16.1%0.57−39.0%+211%0.510.20%

SONY against its popular alternatives

The investments people most often weigh against SONY, compared period by period and year by year.

How do SONY's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at SONY, which divides the map into what did better or worse on each measure.

Green points earned more than SONY with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

10.0%20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%−40.0%−20.0%0.0%20.0%40.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilitySONY: 2.9% a year, volatility 29.2%SPY (S&P 500): 12.7% a year, volatility 17.1%MSFT: 12.5% a year, volatility 28.2%AAPL: 18.4% a year, volatility 28.0%NFLX: 1.9% a year, volatility 43.8%CRSR: −12.3% a year, volatility 62.4%SONO: −11.9% a year, volatility 48.7%WMG: −6.2% a year, volatility 34.7%DIS: −7.5% a year, volatility 29.5%GPRO: −34.5% a year, volatility 81.0%AMD: 35.7% a year, volatility 57.6%NVDA: 58.0% a year, volatility 51.9%TSM: 31.5% a year, volatility 38.5%GRMN: 14.8% a year, volatility 31.6%LOGI: 5.7% a year, volatility 37.0%TTWO: 3.6% a year, volatility 32.9%SPOT: 15.9% a year, volatility 47.8%NTES: 6.6% a year, volatility 41.9%SONYSPY (S&P 500)MSFTAAPLNFLXCRSRSONOWMGDISGPROAMDNVDATSMLOGITTWOSPOTNTES0.0%20.0%40.0%60.0%80.0%100%−40.0%−20.0%0.0%20.0%40.0%60.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilitySONY: 2.9% a year, volatility 29.2%SPY (S&P 500): 12.7% a year, volatility 17.1%MSFT: 12.5% a year, volatility 28.2%AAPL: 18.4% a year, volatility 28.0%NFLX: 1.9% a year, volatility 43.8%CRSR: −12.3% a year, volatility 62.4%SONO: −11.9% a year, volatility 48.7%WMG: −6.2% a year, volatility 34.7%DIS: −7.5% a year, volatility 29.5%GPRO: −34.5% a year, volatility 81.0%AMD: 35.7% a year, volatility 57.6%NVDA: 58.0% a year, volatility 51.9%TSM: 31.5% a year, volatility 38.5%GRMN: 14.8% a year, volatility 31.6%LOGI: 5.7% a year, volatility 37.0%TTWO: 3.6% a year, volatility 32.9%SPOT: 15.9% a year, volatility 47.8%NTES: 6.6% a year, volatility 41.9%SONYSPY (S&P 500)AAPLNFLXCRSRSONOWMGDISGPROAMDNVDATSMTTWOSPOTNTES
All figures
InvestmentAnnual returnVolatility
NVDA NVIDIA Corporation+58.0%51.9%
AMD Advanced Micro Devices, Inc.+35.7%57.6%
TSM Taiwan Semiconductor Manufacturing Company Limited+31.5%38.5%
AAPL Apple Inc.+18.4%28.0%
SPOT Spotify Technology S.A.+15.9%47.8%
GRMN Garmin Ltd.+14.8%31.6%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
MSFT Microsoft Corporation+12.5%28.2%
NTES NetEase, Inc.+6.6%41.9%
LOGI Logitech International S.A.+5.7%37.0%
TTWO Take-Two Interactive Software, Inc.+3.6%32.9%
SONY This pageSony Group Corporation+2.9%29.2%
NFLX Netflix, Inc.+1.9%43.8%
WMG Warner Music Group Corp.−6.2%34.7%
DIS The Walt Disney Company−7.5%29.5%
SONO Sonos, Inc.−11.9%48.7%
CRSR Corsair Gaming, Inc.−12.3%62.4%
GPRO GoPro, Inc.−34.5%81.0%
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Has SONY consistently beaten its popular alternatives?

This section compares SONY with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than SONY helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than SONY over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
SONY Sony Group Corporation (this page)—+7.3%+19.7%+18.1%−2.2%−13.2%+54.0%+15.4%+309%29.2%0.24−50.6%—$150B—
MSFT QualifiedMicrosoft Corporation4/5 short3/3 longAll-weather+6.0%+32.5%+27.7%+13.2%+3.8%+66.6%+80.3%+946%28.2%0.56−37.1%—$3.9T—
AMD QualifiedAdvanced Micro Devices, Inc.3/5 short3/3 long−13.1%+6.2%+94.5%+139%+122%+425%+359%+7,583%57.6%0.82−65.5%—$873B—
AAPL QualifiedApple Inc.3/5 short3/3 long+0.2%+4.0%+24.6%+25.6%+29.9%+99.0%+133%+1,168%28.0%0.75−38.5%—$5.0T—
NVDA SemiconductorsNVIDIA Corporation2/5 short3/3 long−4.8%+6.6%+7.4%+14.9%+18.8%+425%+884%+13,019%51.9%1.14−66.3%—$5.2T—
TSM SemiconductorsTaiwan Semiconductor Manufacturing Company Limited2/5 short3/3 long−4.5%+5.9%+16.6%+34.0%+44.3%+382%+293%+1,505%38.5%0.91−56.6%—$2.2T—
GRMN Hardware, Equipment & PartsGarmin Ltd.2/5 short3/3 long+3.6%+19.1%+9.4%+45.2%+18.5%+196%+99.1%+670%31.6%0.59−54.6%—$56B—
LOGI Computer HardwareLogitech International S.A.2/5 short3/3 long+5.6%+9.1%+11.0%+10.7%+0.8%+65.4%+32.1%+489%37.0%0.34−67.8%—$16B—
NFLX EntertainmentNetflix, Inc.0/5 short2/3 long−6.4%+1.6%−27.6%−24.5%−44.5%+71.3%+9.9%+457%43.8%0.27−75.9%—$286B—
TTWO Electronic Gaming & MultimediaTake-Two Interactive Software, Inc.0/5 short2/3 long−1.5%−13.5%−4.7%−17.8%−21.2%+47.0%+19.1%+360%32.9%0.27−56.1%—$39B—
SPOT Internet Content & InformationSpotify Technology S.A.0/5 short2/3 long+1.8%+6.9%−2.0%−8.5%−22.1%+251%+109%—47.8%0.55−80.5%—$108B—
NTES Electronic Gaming & MultimediaNetEase, Inc.0/5 short1/3 long+6.5%−6.4%+6.9%−13.5%−16.2%+34.1%+37.6%+184%41.9%0.36−57.4%—$80B—
CRSR Computer HardwareCorsair Gaming, Inc.4/5 short0/3 long−2.5%+39.5%+102%+119%+61.1%+1.5%−48.2%—62.4%0.09−91.1%—$1.4B—
SONO Consumer ElectronicsSonos, Inc.3/5 short0/3 long+6.2%+14.3%+18.8%−0.7%+2.5%+55.2%−47.1%—48.7%-0.02−82.5%—$2.1B—
WMG EntertainmentWarner Music Group Corp.3/5 short0/3 long+13.1%+12.5%+4.0%+4.9%−3.5%+6.5%−27.2%—34.7%-0.01−54.0%—$16B—
DIS EntertainmentThe Walt Disney Company2/5 short0/3 long+7.1%+15.8%+5.8%+0.6%+1.2%+39.3%−32.5%+31.7%29.5%-0.12−60.7%—$193B—
GPRO Consumer ElectronicsGoPro, Inc.1/5 short0/3 long−15.4%+61.0%−14.1%−24.7%−48.6%−57.7%−88.0%−92.5%81.0%-0.14−96.8%—$206M—
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How did SONY do year by year?

This table shows each investment's total return in every full calendar year since 1997, along with where SONY ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with SONY and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Newest year first. Green marks a year in which the fund came out ahead of SONY; gray means the two finished within a fraction of a point. The rank row places SONY among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of SONY20252024202320222021202020192018201720162015201420132012201120102009200820072006200520042003200220012000199919981997
SONY This pageSony Group Corporation—+21.7%+12.4%+24.9%−39.3%+25.6%+49.7%+41.7%+8.1%+61.1%+14.8%+20.7%+19.0%+56.6%−36.7%−48.8%+24.1%+34.2%−59.3%+27.3%+5.6%+5.5%+13.0%−15.6%−8.0%−34.9%−51.1%+297%−20.2%+39.1%
Rank among alternativesTop quarter in 3 of 299 of 1710 of 1712 of 179 of 176 of 1712 of 159 of 155 of 134 of 139 of 136 of 138 of 126 of 1211 of 1210 of 123 of 1210 of 129 of 125 of 129 of 129 of 127 of 1212 of 124 of 1110 of 117 of 91 of 87 of 83 of 5
SPY S&P 500State Street SPDR S&P 500 ETF12 of 29+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%+1.2%+13.5%+32.3%+16.0%+1.9%+15.1%+26.4%−36.8%+5.1%+15.9%+4.8%+10.7%+28.2%−21.6%−11.7%−9.8%+20.4%+28.7%+33.5%
MSFT Microsoft Corporation16 of 29+15.6%+12.9%+58.2%−28.0%+52.5%+42.5%+57.6%+20.8%+40.8%+15.1%+22.7%+27.5%+44.3%+5.8%−4.5%−6.5%+60.5%−44.4%+20.8%+15.8%−1.0%+9.2%+6.2%−22.0%+52.8%−62.9%+68.4%+115%+56.5%
AMD Advanced Micro Devices, Inc.16 of 29+77.3%−18.1%+128%−55.0%+56.9%+100.0%+148%+79.6%−9.3%+295%+7.5%−31.0%+61.3%−55.6%−34.0%−15.5%+348%−71.2%−63.1%−33.5%+39.0%+47.8%+131%−59.3%+14.8%−4.6%−0.2%+63.3%−31.1%
AAPL Apple Inc.19 of 29+9.0%+30.7%+49.0%−26.4%+34.6%+82.3%+89.0%−5.4%+48.5%+12.5%−3.0%+40.6%+8.0%+32.6%+25.5%+53.2%+147%−56.9%+133%+18.1%+123%+201%+49.1%−34.6%+47.2%−71.1%+151%+212%−37.1%
NVDA NVIDIA Corporation19 of 26+38.9%+171%+239%−50.2%+125%+122%+76.4%−30.8%+82.5%+228%+67.1%+27.4%+33.5%−11.0%−10.0%−17.6%+131%−76.3%+37.9%+102%+55.2%+1.6%+102%−82.8%+308%+39.6%———
TSM Taiwan Semiconductor Manufacturing Company Limited17 of 28+55.7%+92.0%+41.8%−37.0%+11.7%+91.6%+63.3%−4.3%+37.9%+31.2%+4.9%+31.1%+4.5%+37.7%+7.3%+14.9%+52.9%−16.1%−4.3%+18.9%+27.1%−4.2%+56.7%−54.8%+39.5%−51.0%+290%+13.4%—
GRMN Garmin Ltd.15 of 25−0.1%+63.3%+43.1%−30.2%+15.9%+25.9%+58.1%+9.8%+27.6%+36.5%−26.1%+18.3%+18.6%+6.7%+34.7%+5.1%+64.1%−79.3%+75.6%+69.5%+9.9%+12.7%+87.6%+37.4%+7.8%————
LOGI Logitech International S.A.16 of 28+23.4%−12.0%+55.2%−22.9%−14.3%+109%+53.5%−5.7%+38.1%+68.8%+16.6%+1.7%+86.1%+5.2%−58.1%+8.4%+9.8%−57.5%+28.1%+22.3%+54.1%+42.8%+39.3%−15.4%+49.0%+75.8%+143%−24.5%—
NFLX Netflix, Inc.12 of 23+5.2%+83.0%+65.1%−51.0%+11.4%+67.1%+20.9%+39.4%+55.1%+8.2%+134%−7.2%+298%+33.4%−60.6%+219%+84.3%+12.3%+2.9%−4.4%+119%−54.9%+397%——————
TTWO Take-Two Interactive Software, Inc.16 of 28+39.1%+14.4%+54.6%−41.4%−14.5%+69.7%+18.9%−6.2%+123%+41.5%+24.3%+61.4%+57.8%−18.7%+10.4%+22.1%+32.9%−59.0%+3.9%+0.3%−23.7%+20.3%+23.1%+45.3%+40.6%−11.1%+56.9%+60.8%—
SPOT Spotify Technology S.A.4 of 7+29.8%+138%+138%−66.3%−25.6%+110%+31.8%——————————————————————
NTES NetEase, Inc.16 of 25+58.3%−1.7%+30.6%−27.4%+7.1%+57.9%+34.7%−31.3%+62.2%+20.7%+85.3%+30.3%+89.0%−5.1%+23.9%−3.8%+70.0%+16.8%+1.4%+32.9%+5.9%+43.7%+223%+1,689%−79.1%————
CRSR Corsair Gaming, Inc.1 of 5−10.1%−53.1%+3.9%−35.4%−42.0%————————————————————————
SONO Sonos, Inc.2 of 7+16.8%−12.3%+1.4%−43.3%+27.4%+49.7%+59.1%——————————————————————
WMG Warner Music Group Corp.1 of 5+1.4%−11.5%+4.4%−17.2%+15.3%————————————————————————
DIS The Walt Disney Company13 of 29+3.3%+24.4%+4.3%−43.9%−14.5%+25.3%+33.5%+3.6%+4.8%+0.7%+12.9%+24.9%+55.3%+34.8%+1.6%+17.6%+43.8%−28.7%−4.6%+44.3%−12.9%+20.2%+44.5%−20.3%−27.7%−0.4%−1.5%−8.5%+42.8%
GPRO GoPro, Inc.2 of 11+29.4%−68.6%−30.3%−51.7%+24.5%+90.8%+2.4%−44.0%−13.1%−51.6%−71.5%——————————————————
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Risk and diversification

How SONY has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were SONY's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents SONY's five deepest drawdowns since it began trading in 1986, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Green means SONY fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringSONY fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
Dot-com bust−93.2%+29.3%Feb 2000Dec 201212.8 yearsMay 202512.4 years
No named crash−50.9%—Oct 1989Mar 19922.4 yearsJan 199422 months
No named crash−40.7%+5.7%Aug 1997Oct 199814 monthsApr 19996 months
No named crash−36.2%+8.3%Nov 2025Jun 20267 monthsNot yet—
No named crash−34.7%—Oct 1987Oct 1987Under a monthDec 19872 months

How did SONY do in stock market crashes?

This section measures how far SONY, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than SONY.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
SONY This pageSony Group Corporation—−3.8%−50.6%−22.9%−24.3%−9.7%−30.2%−32.0%−1.0%−72.3%−76.2%
SPY S&P 500State Street SPDR S&P 500 ETF7 of 10−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
MSFT Microsoft Corporation8 of 10−2.0%−31.0%−27.7%−18.2%−7.4%−14.4%−14.1%−2.6%−57.9%−62.9%
AMD Advanced Micro Devices, Inc.1 of 10−3.9%−60.1%−34.3%−48.9%−9.9%−40.0%−41.5%0.0%−87.6%−93.3%
AAPL Apple Inc.6 of 10−2.9%−27.4%−30.7%−36.5%−4.8%−23.4%−12.5%−4.3%−60.9%−81.2%
NVDA NVIDIA Corporation3 of 10−5.0%−60.7%−37.5%−55.9%−8.5%−25.3%−23.8%−1.7%−85.1%−89.7%
TSM Taiwan Semiconductor Manufacturing Company Limited5 of 10−3.9%−54.3%−23.3%−21.4%−9.3%−13.2%−15.7%0.0%−48.0%−82.4%
GRMN Garmin Ltd.7 of 9−3.2%−40.0%−38.1%−12.9%−3.1%−20.3%−9.3%0.0%−87.7%—
LOGI Logitech International S.A.6 of 10−0.8%−48.3%−21.3%−35.9%−8.3%−14.3%−33.7%−3.0%−79.4%−59.0%
NFLX Netflix, Inc.2 of 9−6.1%−71.9%−22.6%−38.7%−6.7%−36.8%−59.7%−6.5%−55.9%—
TTWO Take-Two Interactive Software, Inc.6 of 10−4.9%−43.0%−16.1%−28.4%−14.9%−12.5%−23.4%0.0%−79.7%−70.8%
SPOT Spotify Technology S.A.1 of 4−4.2%−65.7%−20.6%−42.1%——————
NTES NetEase, Inc.8 of 9−2.0%−33.4%−24.0%−17.5%−8.8%−28.2%−29.3%0.0%−41.8%—
CRSR Corsair Gaming, Inc.0 of 2−5.4%−52.3%————————
SONO Sonos, Inc.1 of 4−3.2%−55.1%−50.7%−40.3%——————
WMG Warner Music Group Corp.1 of 2−4.8%−49.0%————————
DIS The Walt Disney Company7 of 10−6.8%−41.8%−39.3%−14.9%−6.8%−25.5%−28.7%−1.8%−54.9%−67.6%
GPRO GoPro, Inc.1 of 6−3.9%−54.8%−50.4%−44.9%−3.0%−84.9%————
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How closely does SONY move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares SONY with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than SONY's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
SONY This pageSony Group Corporation96%99%0.970.86
TSM Taiwan Semiconductor Manufacturing Company Limited138%75%1.841.15
NVDA NVIDIA Corporation248%140%1.771.83
AAPL Apple Inc.137%94%1.461.15
AMD Advanced Micro Devices, Inc.254%179%1.422.25
MSFT Microsoft Corporation127%91%1.390.96
GRMN Garmin Ltd.111%80%1.390.93
NTES NetEase, Inc.64%52%1.240.58
TTWO Take-Two Interactive Software, Inc.91%75%1.210.78
NFLX Netflix, Inc.122%105%1.161.18
LOGI Logitech International S.A.112%106%1.051.01
DIS The Walt Disney Company90%162%0.561.32
GPRO GoPro, Inc.42%248%0.171.86
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What diversifies SONY?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with SONY's. Because such investments tend not to fall at the same time, pairing SONY with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which SONY lost money. The last two columns show a portfolio that is 80% SONY and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe20222012201120082003200220012000199880/20 mix volatility80/20 mix annual return
SONY Sony Group Corporation (this page)1.00+15.4%0.24−39.3%−36.7%−48.8%−59.3%−15.6%−8.0%−34.9%−51.1%−20.2%30.3%+1.8%
LVHI InternationalFranklin International Low Volatility High Dividend Index ETF0.49+119%1.48+3.8%————————25.2%+5.3%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.22+225%1.34+6.0%+19.6%−16.1%−20.8%—————24.9%+7.2%
FJAN Multi-AssetFT Vest U.S. Equity Buffer ETF - January0.45+69.0%1.05−4.0%————————25.2%+4.3%
EMLP Broad MarketFirst Trust North American Energy Infrastructure Fund0.37+101%1.04+10.4%————————25.5%+5.1%
HDV Dividend & IncomeiShares Core High Dividend ETF0.43+83.3%1.00+7.1%+9.6%———————25.6%+4.4%
EWP Broad MarketiShares MSCI Spain ETF0.45+140%0.97−5.2%+5.4%−9.8%−36.8%+57.4%−13.6%−9.2%−11.8%+50.5%26.2%+6.0%
SMH TechnologyVanEck Semiconductor ETF0.31+323%0.97−33.5%+8.6%+6.8%−44.7%+87.3%−47.0%−14.6%——27.2%+9.4%
GLD CommoditiesSPDR Gold Shares0.28+126%0.96−0.8%+6.6%+9.6%+4.9%—————25.5%+5.7%

Stocks

InvestmentCorrelation5Y returnSharpe20222012201120082003200220012000199880/20 mix volatility80/20 mix annual return
SONY Sony Group Corporation (this page)1.00+15.4%0.24−39.3%−36.7%−48.8%−59.3%−15.6%−8.0%−34.9%−51.1%−20.2%30.3%+1.8%
CAH Medical - DistributionCardinal Health, Inc.0.14+479%1.55+54.1%+3.8%+8.1%−39.6%+3.5%−8.3%−2.5%+108%+51.7%25.6%+9.4%
CLS Hardware, Equipment & PartsCelestica Inc.0.06+3,143%1.47+1.3%+11.2%−24.4%−20.5%+6.9%−65.1%−25.6%−2.3%—27.6%+21.5%
FIX Engineering & ConstructionComfort Systems USA, Inc.-0.03+1,636%1.46+17.0%+15.7%−17.0%−15.2%+63.6%−9.4%+73.7%−71.1%−9.5%25.6%+18.0%
MCK Medical - DistributionMcKesson Corporation0.29+413%1.44+51.8%+25.6%+11.8%−40.4%+19.9%−27.2%+4.9%+61.2%+46.9%26.2%+8.6%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.25+690%1.41+86.6%+94.3%———————26.7%+11.2%
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Common questions

What was SONY's worst drawdown?

SONY's deepest decline since it began trading in 1986 was 93.2%, from February 2000 to December 2012. It took about 12 years from the low to climb back to its old high.

What were SONY's best and worst years?

Over 29 full calendar years, SONY's best year was 1999, when it returned 297%. Its worst was 2008, with a return of -59.3%.

Is there a better investment than SONY?

Among SONY's popular alternatives, AAPL earned more for the risk it took than SONY over the past 5 years, and its worst fall in 10 years was 38.5%, against 50.6% for SONY. Looking beyond its popular alternatives, MSGS (entertainment) and FWONK (entertainment) earned more than SONY with less volatility over the past 5 years. MSGS returned 18.4% a year at 25.6% volatility, against 2.9% a year at 29.2%.

Is SONY more volatile than the S&P 500?

Yes. SONY's volatility over the past 5 years was 29.2%, 1.7 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, SONY's return lands within 29.2% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is SONY's Sharpe ratio?

SONY's Sharpe ratio over the past 5 years was 0.24, against 0.79 for the S&P 500, so SONY earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is SONY with the S&P 500?

Over the past 5 years, SONY's monthly returns had a correlation of 0.51 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against SONY instead: the lower it is, the more that option would diversify a SONY holding.

What are the best alternatives to SONY?

Of the 16 popular alternatives we compared, three outperformed SONY in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: MSFT, AMD and AAPL.

Did SONY outperform the S&P 500?

SONY finished ahead of the S&P 500 (SPY) in 17 of 29 full calendar years. In 2025, it returned +21.7%, against +17.7% for the index.

How did SONY do in stock market crashes?

SONY fell less than the S&P 500 (SPY) in one of the ten major crashes it has traded through, and further in seven. The clearest case was the dot-com bust, when SONY fell 76.2% and the S&P 500 fell 47.5%.

What diversifies SONY?

These had a low correlation with SONY over the past 5 years and still earned a positive 5-year return: among large ETFs, LVHI (correlation 0.49), DXJ (correlation 0.22) and FJAN (correlation 0.45); among large stocks, CAH (correlation 0.14), CLS (correlation 0.06) and FIX (correlation -0.03). A correlation near zero means the two have moved largely independently.

How we measure

More research

Popular alternatives to SONY

Other stocks and ETFs