CEMFX vs. STAG
Compare and contrast key facts about Cullen Emerging Markets High Dividend Fund (CEMFX) and STAG Industrial, Inc. (STAG).
CEMFX is managed by Cullen Funds Trust. It was launched on Aug 30, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CEMFX or STAG.
Correlation
The correlation between CEMFX and STAG is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CEMFX vs. STAG - Performance Comparison
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Key characteristics
CEMFX:
0.29
STAG:
0.18
CEMFX:
0.54
STAG:
0.48
CEMFX:
1.07
STAG:
1.06
CEMFX:
0.40
STAG:
0.20
CEMFX:
1.13
STAG:
0.53
CEMFX:
4.65%
STAG:
10.38%
CEMFX:
15.91%
STAG:
23.61%
CEMFX:
-38.84%
STAG:
-45.08%
CEMFX:
0.00%
STAG:
-15.06%
Returns By Period
The year-to-date returns for both stocks are quite close, with CEMFX having a 6.45% return and STAG slightly lower at 6.28%. Over the past 10 years, CEMFX has underperformed STAG with an annualized return of 5.36%, while STAG has yielded a comparatively higher 10.15% annualized return.
CEMFX
6.45%
10.67%
4.32%
4.51%
13.48%
5.36%
STAG
6.28%
13.12%
-3.02%
4.21%
13.53%
10.15%
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Risk-Adjusted Performance
CEMFX vs. STAG — Risk-Adjusted Performance Rank
CEMFX
STAG
CEMFX vs. STAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cullen Emerging Markets High Dividend Fund (CEMFX) 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.
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Dividends
CEMFX vs. STAG - Dividend Comparison
CEMFX's dividend yield for the trailing twelve months is around 3.27%, less than STAG's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CEMFX Cullen Emerging Markets High Dividend Fund | 3.27% | 3.31% | 4.68% | 4.81% | 2.62% | 2.13% | 4.16% | 3.15% | 3.58% | 3.66% | 4.60% | 3.53% |
STAG STAG Industrial, Inc. | 4.19% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% |
Drawdowns
CEMFX vs. STAG - Drawdown Comparison
The maximum CEMFX drawdown since its inception was -38.84%, smaller than the maximum STAG drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for CEMFX and STAG. For additional features, visit the drawdowns tool.
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Volatility
CEMFX vs. STAG - Volatility Comparison
The current volatility for Cullen Emerging Markets High Dividend Fund (CEMFX) is 3.86%, while STAG Industrial, Inc. (STAG) has a volatility of 6.42%. This indicates that CEMFX 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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