DSCIX vs. STAG
Compare and contrast key facts about Dana Epiphany ESG Small Cap Equity Fund (DSCIX) and STAG Industrial, Inc. (STAG).
DSCIX is managed by Dana Investment. It was launched on Nov 3, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSCIX or STAG.
Key characteristics
| DSCIX | STAG | |
|---|---|---|
| YTD Return | 9.04% | -6.32% |
| 1Y Return | 28.33% | 10.46% |
| 3Y Return (Ann) | 3.64% | 4.78% |
| 5Y Return (Ann) | 10.34% | 8.81% |
| Sharpe Ratio | 1.46 | 0.41 |
| Daily Std Dev | 18.17% | 21.18% |
| Max Drawdown | -47.64% | -45.08% |
| Current Drawdown | -1.49% | -16.49% |
Correlation
The correlation between DSCIX and STAG is 0.53, 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
DSCIX vs. STAG - Performance Comparison
In the year-to-date period, DSCIX achieves a 9.04% return, which is significantly higher than STAG's -6.32% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DSCIX vs. STAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dana Epiphany ESG Small Cap Equity Fund (DSCIX) 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.
Dividends
DSCIX vs. STAG - Dividend Comparison
DSCIX's dividend yield for the trailing twelve months is around 0.30%, less than STAG's 4.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 0.30% | 0.30% | 4.99% | 8.71% | 0.05% | 0.00% | 9.11% | 0.03% | 0.18% | 0.11% | 0.00% | 0.00% |
STAG STAG Industrial, Inc. | 4.06% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% | 5.27% | 5.89% |
Drawdowns
DSCIX vs. STAG - Drawdown Comparison
The maximum DSCIX drawdown since its inception was -47.64%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for DSCIX and STAG. For additional features, visit the drawdowns tool.
Volatility
DSCIX vs. STAG - Volatility Comparison
The current volatility for Dana Epiphany ESG Small Cap Equity Fund (DSCIX) is 5.01%, while STAG Industrial, Inc. (STAG) has a volatility of 5.87%. This indicates that DSCIX 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.