DSCIX vs. STAG

Last updated Jun 23, 2026

DSCIX (Dana Epiphany ESG Small Cap Equity Fund) is Small Cap Growth Equities fund managed by Dana Investment, while STAG (STAG Industrial, Inc.) is a stock. Over the past 10 years, DSCIX returned 10.30%/yr vs 10.11%/yr for STAG. A 0.52 correlation means they provide meaningful diversification when combined.

Performance

DSCIX vs. STAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dana Epiphany ESG Small Cap Equity Fund (DSCIX) and STAG Industrial, Inc. (STAG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DSCIX achieves a 26.61% return, which is significantly higher than STAG's 6.09% return. Both investments have delivered pretty close results over the past 10 years, with DSCIX having a 10.30% annualized return and STAG not far behind at 10.11%.

DSCIX

• 1D: 1.36%
• 1M: 6.37%
• YTD: 26.61%
• 6M: 23.49%
• 1Y: 50.04%
• 3Y*: 17.49%
• 5Y*: 9.68%
• 10Y*: 10.30%

STAG

• 1D: 2.06%
• 1M: 1.13%
• YTD: 6.09%
• 6M: 5.47%
• 1Y: 9.80%
• 3Y*: 8.13%
• 5Y*: 4.27%
• 10Y*: 10.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

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	26.61%	13.18%	5.10%	20.00%	-21.46%	30.92%	13.33%	21.51%	-16.96%	11.59%
STAG STAG Industrial, Inc.	6.09%	13.30%	-10.34%	26.73%	-29.66%	59.10%	4.18%	33.20%	-3.81%	20.68%

Correlation

The correlation between DSCIX and STAG is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.43
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (5Y) Calculated over the trailing 5-year period	0.56
Correlation (10Y) Calculated over the trailing 10-year period	0.52
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.52

The correlation between DSCIX and STAG shifts across timeframes, from 0.43 (1 year) to 0.56 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

DSCIX vs. STAG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DSCIX

DSCIX Risk / Return Rank: 91
DSCIX Sharpe Ratio Rank: 92
DSCIX Sortino Ratio Rank: 89
DSCIX Omega Ratio Rank: 80
DSCIX Calmar Ratio Rank: 98
DSCIX Martin Ratio Rank: 97

STAG

STAG Risk / Return Rank: 58
STAG Sharpe Ratio Rank: 59
STAG Sortino Ratio Rank: 51
STAG Omega Ratio Rank: 49
STAG Calmar Ratio Rank: 64
STAG Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DSCIX	STAG	Difference
Sharpe ratio: Return per unit of total volatility	2.87	0.50	+2.37
Sortino ratio: Return per unit of downside risk	3.98	0.82	+3.16
Omega ratio: Gain probability vs. loss probability	1.48	1.10	+0.38
Calmar ratio: Return relative to maximum drawdown	7.04	1.04	+6.00
Martin ratio: Return relative to average drawdown	25.36	2.51	+22.85

DSCIX vs. STAG - Sharpe Ratio Comparison

The current DSCIX Sharpe Ratio is 2.87, which is higher than the STAG Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of DSCIX and STAG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	DSCIX	STAG	Difference
Max Drawdown Largest peak-to-trough decline	-47.60%	-45.08%	-2.52%
Max Drawdown (1Y) Largest decline over 1 year	-7.08%	-9.44%	+2.36%
Max Drawdown (3Y) Largest decline over 3 years	-32.94%	-24.59%	-8.35%
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 Drawdown Current decline from peak	0.00%	-3.93%	+3.93%
Average Drawdown Average peak-to-trough decline	-9.82%	-10.49%	+0.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.96%	3.90%	-1.94%

Volatility

DSCIX vs. STAG - Volatility Comparison

The current volatility for Dana Epiphany ESG Small Cap Equity Fund (DSCIX) is 4.83%, while STAG Industrial, Inc. (STAG) has a volatility of 6.49%. 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.

Volatility by Period

	DSCIX	STAG	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.83%	6.49%	-1.66%
Volatility (6M) Calculated over the trailing 6-month period	12.33%	14.28%	-1.95%
Volatility (1Y) Calculated over the trailing 1-year period	17.36%	19.90%	-2.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.21%	23.44%	-1.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.26%	26.20%	-2.94%

Dividends

DSCIX vs. STAG - Dividend Comparison

DSCIX's dividend yield for the trailing twelve months is around 4.70%, more than STAG's 3.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DSCIX Dana Epiphany ESG Small Cap Equity Fund	4.70%	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.	3.26%	4.05%	4.38%	3.74%	4.52%	3.02%	4.60%	4.53%	5.71%	5.14%	5.82%	7.40%

Frequently Asked Questions

Can I hold both DSCIX and STAG in my portfolio?

DSCIX and STAG have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DSCIX or STAG?

STAG has higher volatility (6.49%) compared to DSCIX (4.83%). In terms of maximum drawdown, DSCIX dropped -47.60% vs STAG's -45.08%.

Which has better risk-adjusted returns?

DSCIX currently has the higher Sharpe Ratio (2.87 vs 0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.