Sundance Strategies (SUND) Accumulated Expenses (2015 - 2026)
Sundance Strategies (SUND) recorded Accumulated Expenses of $342,518 in fiscal Q4 2026 (quarter ended Mar 31, 2026), down 61.1% from $880,073 a year earlier and down 38.8% from the prior quarter.
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Analysis
Sundance Strategies (SUND) Accumulated Expenses (2015 - 2026) Analysis & Trends
Starting with fiscal Q4 2015, Sundance Strategies' Accumulated Expenses history includes 40 quarters.
- Annual Accumulated Expenses has a five-year compound annual growth rate of 9.7% (FY2021 to FY2026).
- Across earlier fiscal years, Accumulated Expenses came in at $880,073 in FY2025 (+103.2%), $433,201 in FY2024 (-24.6%), $574,558 in FY2023 (+62.2%) and $354,205 in FY2022 (+64.4%).
- The fiscal Q4 2026 figure is the lowest quarterly Accumulated Expenses since fiscal Q1 2024.
- On a year-over-year basis, Accumulated Expenses rose in five of the last eight quarters, with growth averaging 62.9%.
- Peak year-over-year performance for Accumulated Expenses in the last five years was growth of 198.2% in fiscal Q3 2025, against a decline of 61.1% in fiscal Q4 2026 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $559,510 (Q3 2026), $1.1 million (Q2 2026) and $946,099 (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - |
| 10 | Sundance Strategies | 9.90 Mn | 9.78 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 342,518.00 |
| Dec 31, 2025 | 559,510.00 |
| Sep 30, 2025 | 1.10 Mn |
| Jun 30, 2025 | 946,099.00 |
| Mar 31, 2025 | 880,073.00 |
| Dec 31, 2024 | 1.35 Mn |
| Sep 30, 2024 | 465,533.00 |
| Jun 30, 2024 | 377,987.00 |
| Mar 31, 2024 | 433,201.00 |
| Dec 31, 2023 | 451,159.00 |
| Sep 30, 2023 | 670,579.00 |
| Jun 30, 2023 | 229,622.00 |
| Mar 31, 2023 | 574,558.00 |
| Dec 31, 2022 | 514,916.00 |
| Sep 30, 2022 | 455,039.00 |
| Jun 30, 2022 | 381,883.00 |
| Mar 31, 2022 | 354,205.00 |
| Dec 31, 2021 | 315,336.00 |
| Sep 30, 2021 | 410,291.00 |
| Jun 30, 2021 | 254,189.00 |
API Access
Sundance Strategies Accumulated Expenses API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=accumulated-expenses&ticker=SUND&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "accumulated-expenses", "ticker": "SUND", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=accumulated-expenses&ticker=SUND&period=max&api_key=YOUR_API_KEY");
const data = await res.json();