ARMGX vs. STAG
Compare and contrast key facts about Western Asset Ultra-Short Income Fund (ARMGX) and STAG Industrial, Inc. (STAG).
ARMGX is managed by Legg Mason. It was launched on Jun 22, 1992.
Performance
ARMGX vs. STAG - Performance Comparison
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ARMGX vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARMGX Western Asset Ultra-Short Income Fund | 0.39% | 4.20% | 4.67% | 5.25% | -1.91% | 0.06% | 0.80% | 3.38% | 0.91% | 3.09% |
STAG STAG Industrial, Inc. | -0.43% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Returns By Period
In the year-to-date period, ARMGX achieves a 0.39% return, which is significantly higher than STAG's -0.43% return. Over the past 10 years, ARMGX has underperformed STAG with an annualized return of 2.25%, while STAG has yielded a comparatively higher 11.05% annualized return.
ARMGX
- 1D
- 0.11%
- 1M
- -0.22%
- YTD
- 0.39%
- 6M
- 1.41%
- 1Y
- 3.53%
- 3Y*
- 4.43%
- 5Y*
- 2.54%
- 10Y*
- 2.25%
STAG
- 1D
- 0.42%
- 1M
- -7.87%
- YTD
- -0.43%
- 6M
- 3.36%
- 1Y
- 4.20%
- 3Y*
- 6.61%
- 5Y*
- 5.15%
- 10Y*
- 11.05%
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Return for Risk
ARMGX vs. STAG — Risk / Return Rank
ARMGX
STAG
ARMGX vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Ultra-Short Income Fund (ARMGX) 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.
| ARMGX | STAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.01 | 0.18 | +2.83 |
Sortino ratioReturn per unit of downside risk | 6.38 | 0.41 | +5.97 |
Omega ratioGain probability vs. loss probability | 2.39 | 1.05 | +1.33 |
Calmar ratioReturn relative to maximum drawdown | 7.09 | 0.27 | +6.83 |
Martin ratioReturn relative to average drawdown | 32.59 | 0.96 | +31.62 |
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
| ARMGX | STAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.01 | 0.18 | +2.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.06 | 0.22 | +1.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.40 | 0.42 | +0.98 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.51 | +0.60 |
Correlation
The correlation between ARMGX and STAG is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ARMGX vs. STAG - Dividend Comparison
ARMGX's dividend yield for the trailing twelve months is around 2.81%, less than STAG's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARMGX Western Asset Ultra-Short Income Fund | 2.81% | 3.00% | 2.43% | 2.23% | 1.37% | 0.17% | 1.45% | 2.32% | 1.92% | 1.37% | 0.96% | 0.48% |
STAG STAG Industrial, Inc. | 4.16% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Drawdowns
ARMGX vs. STAG - Drawdown Comparison
The maximum ARMGX drawdown since its inception was -21.79%, smaller than the maximum STAG drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for ARMGX and STAG.
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Drawdown Indicators
| ARMGX | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.79% | -45.08% | +23.29% |
Max Drawdown (1Y)Largest decline over 1 year | -0.55% | -16.84% | +16.29% |
Max Drawdown (5Y)Largest decline over 5 years | -3.23% | -42.22% | +38.99% |
Max Drawdown (10Y)Largest decline over 10 years | -9.09% | -45.08% | +35.99% |
Current DrawdownCurrent decline from peak | -0.22% | -9.83% | +9.61% |
Average DrawdownAverage peak-to-trough decline | -1.54% | -10.58% | +9.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.12% | 4.69% | -4.57% |
Volatility
ARMGX vs. STAG - Volatility Comparison
The current volatility for Western Asset Ultra-Short Income Fund (ARMGX) is 0.27%, while STAG Industrial, Inc. (STAG) has a volatility of 4.99%. This indicates that ARMGX experiences smaller price fluctuations and is considered to be less risky 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
| ARMGX | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.27% | 4.99% | -4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 0.84% | 12.70% | -11.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.22% | 22.99% | -21.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.24% | 23.40% | -22.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.61% | 26.15% | -24.54% |