AAT vs. STAG
AAT (American Assets Trust, Inc.) and STAG (STAG Industrial, Inc.) are both stocks. Both are in the Real Estate sector — AAT in REIT - Diversified, STAG in REIT - Industrial. Over the past 10 years, AAT returned -1.66%/yr vs 10.14%/yr for STAG. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
AAT vs. STAG - Performance Comparison
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Returns By Period
In the year-to-date period, AAT achieves a 25.33% return, which is significantly higher than STAG's 0.43% return. Over the past 10 years, AAT has underperformed STAG with an annualized return of -1.66%, while STAG has yielded a comparatively higher 10.14% annualized return.
AAT
- 1D
- -0.09%
- 1M
- 13.31%
- YTD
- 25.33%
- 6M
- 23.83%
- 1Y
- 24.39%
- 3Y*
- 12.82%
- 5Y*
- -4.36%
- 10Y*
- -1.66%
STAG
- 1D
- -0.05%
- 1M
- -3.28%
- YTD
- 0.43%
- 6M
- -5.24%
- 1Y
- 4.91%
- 3Y*
- 4.53%
- 5Y*
- 3.87%
- 10Y*
- 10.14%
AAT vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAT American Assets Trust, Inc. | 25.33% | -22.96% | 23.32% | -9.58% | -26.36% | 34.03% | -35.04% | 17.11% | 8.14% | -8.89% |
STAG STAG Industrial, Inc. | 0.43% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Correlation
The correlation between AAT and STAG is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2011 | 0.58 |
The correlation between AAT and STAG has been stable across timeframes, ranging from 0.57 to 0.60 - a consistent structural relationship.
Fundamentals
AAT:
$1.79B
STAG:
$6.98B
AAT:
$0.29
STAG:
$1.30
AAT:
79.94
STAG:
28.18
AAT:
3.68
STAG:
3.57
AAT:
4.09
STAG:
7.96
AAT:
1.67
STAG:
1.95
AAT:
$438.19M
STAG:
$863.82M
AAT:
$266.23M
STAG:
$356.54M
AAT:
$231.92M
STAG:
$598.36M
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Return for Risk
AAT vs. STAG — Risk / Return Rank
AAT
STAG
AAT vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Assets Trust, Inc. (AAT) and STAG Industrial, Inc. (STAG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAT | STAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.06 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 0.52 | +1.23 |
| Martin ratioReturn relative to average drawdown | 3.55 | 1.29 | +2.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAT | STAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.25 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.17 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | 0.39 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.51 | -0.36 |
Drawdowns
AAT vs. STAG - Drawdown Comparison
The maximum AAT drawdown since its inception was -61.85%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for AAT and STAG.
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Drawdown Indicators
| AAT | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.85% | -45.08% | -16.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -9.44% | -4.53% |
Max Drawdown (3Y)Largest decline over 3 years | -38.02% | -24.59% | -13.43% |
Max Drawdown (5Y)Largest decline over 5 years | -56.18% | -42.22% | -13.96% |
Max Drawdown (10Y)Largest decline over 10 years | -61.85% | -45.08% | -16.77% |
Current DrawdownCurrent decline from peak | -34.87% | -9.06% | -25.81% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -10.51% | -9.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.89% | 3.81% | +3.08% |
Volatility
AAT vs. STAG - Volatility Comparison
American Assets Trust, Inc. (AAT) has a higher volatility of 6.20% compared to STAG Industrial, Inc. (STAG) at 4.85%. This indicates that AAT's price experiences larger fluctuations and is considered to be riskier than STAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAT | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 4.85% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 16.47% | 13.70% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.16% | 19.36% | +4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.05% | 23.41% | +4.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.09% | 26.16% | +4.93% |
Dividends
AAT vs. STAG - Dividend Comparison
AAT's dividend yield for the trailing twelve months is around 5.83%, more than STAG's 3.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAT American Assets Trust, Inc. | 5.83% | 7.18% | 5.10% | 5.86% | 4.83% | 3.09% | 3.46% | 2.48% | 2.71% | 2.75% | 2.34% | 2.47% |
STAG STAG Industrial, Inc. | 3.44% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
AAT vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between American Assets Trust, Inc. and STAG Industrial, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AAT vs. STAG - Profitability Comparison
AAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Assets Trust, Inc. reported a gross profit of 66.93M and revenue of 110.59M. Therefore, the gross margin over that period was 60.5%.
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.
AAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Assets Trust, Inc. reported an operating income of 25.83M and revenue of 110.59M, resulting in an operating margin of 23.4%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
AAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Assets Trust, Inc. reported a net income of 5.13M and revenue of 110.59M, resulting in a net margin of 4.6%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
Frequently Asked Questions
AAT and STAG have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAT has higher volatility (6.20%) compared to STAG (4.85%). In terms of maximum drawdown, AAT dropped -61.85% vs STAG's -45.08%.
AAT currently has the higher Sharpe Ratio (1.01 vs 0.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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