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.
Performance
DSCIX vs. STAG - Performance Comparison
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DSCIX vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 4.40% | 13.18% | 5.10% | 20.00% | -21.46% | 30.92% | 13.33% | 21.51% | -16.96% | 11.59% |
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, DSCIX achieves a 4.40% return, which is significantly higher than STAG's -0.43% return. Over the past 10 years, DSCIX has underperformed STAG with an annualized return of 8.50%, while STAG has yielded a comparatively higher 11.05% annualized return.
DSCIX
- 1D
- -0.96%
- 1M
- -4.81%
- YTD
- 4.40%
- 6M
- 8.90%
- 1Y
- 32.44%
- 3Y*
- 12.01%
- 5Y*
- 5.68%
- 10Y*
- 8.50%
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
DSCIX vs. STAG — Risk / Return Rank
DSCIX
STAG
DSCIX vs. STAG - Risk-Adjusted Trends 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.
| DSCIX | STAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 0.18 | +1.25 |
Sortino ratioReturn per unit of downside risk | 2.06 | 0.41 | +1.65 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.05 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 0.27 | +1.86 |
Martin ratioReturn relative to average drawdown | 10.30 | 0.96 | +9.34 |
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
| DSCIX | STAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 0.18 | +1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.22 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.42 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.51 | -0.16 |
Correlation
The correlation between DSCIX and STAG is 0.52, 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.
Dividends
DSCIX vs. STAG - Dividend Comparison
DSCIX's dividend yield for the trailing twelve months is around 5.76%, more than STAG's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCIX Dana Epiphany ESG Small Cap Equity Fund | 5.76% | 6.01% | 0.16% | 0.30% | 4.99% | 8.71% | 0.05% | 0.00% | 9.11% | 0.03% | 0.18% | 0.00% |
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
DSCIX vs. STAG - Drawdown Comparison
The maximum DSCIX drawdown since its inception was -47.60%, 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.
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Drawdown Indicators
| DSCIX | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.60% | -45.08% | -2.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.09% | -16.84% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -32.94% | -42.22% | +9.28% |
Max Drawdown (10Y)Largest decline over 10 years | -47.60% | -45.08% | -2.52% |
Current DrawdownCurrent decline from peak | -5.92% | -9.83% | +3.91% |
Average DrawdownAverage peak-to-trough decline | -10.02% | -10.58% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 4.69% | -1.78% |
Volatility
DSCIX vs. STAG - Volatility Comparison
Dana Epiphany ESG Small Cap Equity Fund (DSCIX) has a higher volatility of 6.10% compared to STAG Industrial, Inc. (STAG) at 4.99%. This indicates that DSCIX'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
| DSCIX | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 4.99% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 12.57% | 12.70% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.76% | 22.99% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.17% | 23.40% | -1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.21% | 26.15% | -2.94% |