Correlation
The correlation between DLCEX and STAG is 0.50, 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.
DLCEX vs. STAG
Compare and contrast key facts about Dana Large Cap Equity Fund (DLCEX) and STAG Industrial, Inc. (STAG).
DLCEX is managed by Dana Investment. It was launched on Mar 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLCEX or STAG.
Performance
DLCEX vs. STAG - Performance Comparison
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Key characteristics
DLCEX:
-0.30
STAG:
0.31
DLCEX:
-0.26
STAG:
0.57
DLCEX:
0.95
STAG:
1.07
DLCEX:
-0.25
STAG:
0.25
DLCEX:
-0.65
STAG:
0.67
DLCEX:
14.90%
STAG:
10.65%
DLCEX:
27.83%
STAG:
23.85%
DLCEX:
-38.59%
STAG:
-45.08%
DLCEX:
-26.66%
STAG:
-14.40%
Returns By Period
In the year-to-date period, DLCEX achieves a 0.23% return, which is significantly lower than STAG's 7.10% return. Over the past 10 years, DLCEX has underperformed STAG with an annualized return of 2.24%, while STAG has yielded a comparatively higher 10.55% annualized return.
DLCEX
0.23%
5.65%
-20.04%
-8.47%
-1.36%
2.08%
2.24%
STAG
7.10%
7.90%
-1.19%
5.72%
6.66%
10.26%
10.55%
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Risk-Adjusted Performance
DLCEX vs. STAG — Risk-Adjusted Performance Rank
DLCEX
STAG
DLCEX vs. STAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dana Large Cap Equity Fund (DLCEX) 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
DLCEX vs. STAG - Dividend Comparison
DLCEX's dividend yield for the trailing twelve months is around 22.25%, more than STAG's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLCEX Dana Large Cap Equity Fund | 22.25% | 22.30% | 12.82% | 9.33% | 12.97% | 2.46% | 11.71% | 13.47% | 4.26% | 1.35% | 0.94% | 5.49% |
STAG STAG Industrial, Inc. | 4.17% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% |
Drawdowns
DLCEX vs. STAG - Drawdown Comparison
The maximum DLCEX drawdown since its inception was -38.59%, smaller than the maximum STAG drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for DLCEX and STAG.
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Volatility
DLCEX vs. STAG - Volatility Comparison
The current volatility for Dana Large Cap Equity Fund (DLCEX) is 5.12%, while STAG Industrial, Inc. (STAG) has a volatility of 6.88%. This indicates that DLCEX 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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