Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STAG (STAG Industrial, Inc.) | 2.46% | 6.65% | 5.78% | 3.90% | 10.39% | 13.57% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/18/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STAG (STAG Industrial, Inc.) | 04/18/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 6.65 | 5.78 | 3.90 | 10.39 | 13.57 | NA | … | … | 2.46 | 13.30 | -10.34 | 26.64 | -29.70 | 59.06 | 4.19 | 33.17 | -3.83 | 21.20 | 38.01 | -19.59 | 26.98 | 20.20 | 67.97 | 0.63 |
| Sharpe Ratio | NA | 0.36 | 0.20 | 0.12 | 0.35 | NA | NA | … | … | 0.39 | 0.45 | -0.71 | 1.00 | -1.05 | 3.00 | 0.07 | 1.99 | -0.25 | 1.39 | 1.51 | -0.83 | 1.41 | 0.90 | 2.88 | 0.02 |
| Standard Deviation(%) | NA | 19.20 | 21.50 | 23.39 | 26.42 | NA | NA | … | … | 20.14 | 23.42 | 19.69 | 23.16 | 29.75 | 19.66 | 53.41 | 15.95 | 20.86 | 14.81 | 25.04 | 23.76 | 19.14 | 22.49 | 23.82 | 39.86 |
| Draw Down(%) | NA | 9.44 | 24.59 | 42.25 | 45.07 | NA | NA | … | … | 9.44 | 18.57 | 17.89 | 16.68 | 42.25 | 9.02 | 45.07 | 10.42 | 18.33 | 7.40 | 19.05 | 35.31 | 15.85 | 20.05 | 10.99 | 23.70 |
| Yield(%) | 0.00 | 3.48 | 3.97 | 3.81 | 6.55 | 11.17 | 8.47 | … | … | 1.05 | 4.52 | 3.74 | 4.54 | 3.11 | 4.77 | 4.61 | 5.90 | 5.24 | 6.42 | 7.62 | 5.54 | 6.41 | 6.57 | 9.00 | 5.97 |
Data as of 06/05/2026, Common starting date is 04/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STAG (STAG Industrial, Inc.) |
-7.24%
Dec 2021 – Dec 2024 |
5.05%
Mar 2015 – Mar 2020 |
7.97%
Jan 2015 – Jan 2025 |
13.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STAG (STAG Industrial, Inc.) |
40.56%
Nov 2011 – Nov 2014 |
27.04%
Sep 2011 – Sep 2016 |
22.19%
Nov 2011 – Nov 2021 |
13.45%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart