JRS vs. STAG

Last updated Jun 3, 2026

JRS (Nuveen Real Estate Income Fund) and STAG (STAG Industrial, Inc.) are both stocks. JRS operates in Asset Management (Financial Services), while STAG operates in REIT - Industrial (Real Estate). Over the past 10 years, JRS returned 5.48%/yr vs 10.15%/yr for STAG. A 0.54 correlation means they provide meaningful diversification when combined.

Performance

JRS vs. STAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Real Estate Income Fund (JRS) 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, JRS achieves a 8.38% return, which is significantly higher than STAG's 0.48% return. Over the past 10 years, JRS has underperformed STAG with an annualized return of 5.48%, while STAG has yielded a comparatively higher 10.15% annualized return.

JRS

• 1D: 0.37%
• 1M: -0.73%
• YTD: 8.38%
• 6M: 8.26%
• 1Y: 11.76%
• 3Y*: 13.10%
• 5Y*: 2.42%
• 10Y*: 5.48%

STAG

• 1D: -0.52%
• 1M: -5.29%
• YTD: 0.48%
• 6M: -4.41%
• 1Y: 5.03%
• 3Y*: 4.55%
• 5Y*: 3.82%
• 10Y*: 10.15%

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

JRS vs. STAG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JRS Nuveen Real Estate Income Fund	8.38%	-3.38%	19.74%	13.42%	-35.61%	62.86%	-12.66%	34.92%	-18.07%	14.38%
STAG STAG Industrial, Inc.	0.48%	13.30%	-10.34%	26.73%	-29.66%	59.10%	4.18%	33.20%	-3.81%	20.68%

Correlation

The correlation between JRS and STAG is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (5Y) Calculated over the trailing 5-year period	0.63
Correlation (10Y) Calculated over the trailing 10-year period	0.60
Correlation (All Time) Calculated using the full available price history since Apr 18, 2011	0.54

The correlation between JRS and STAG has been stable across timeframes, ranging from 0.54 to 0.63 - a consistent structural relationship.

Fundamentals

Market Cap JRS : $234.61M STAG : $6.99B
EPS JRS : $0.73 STAG : $1.30
PE Ratio JRS : 11.18 STAG : 28.19
PEG Ratio JRS : 0.33 STAG : 3.58
PS Ratio JRS : 6.00 STAG : 7.96
PB Ratio JRS : 0.99 STAG : 1.95
Total Revenue (TTM) JRS : $39.07M STAG : $863.82M
Gross Profit (TTM) JRS : $34.33M STAG : $356.54M
EBITDA (TTM) JRS : $39.91M STAG : $598.36M

Return for Risk

JRS vs. STAG — Risk / Return Rank

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

JRS

JRS Risk / Return Rank: 62
JRS Sharpe Ratio Rank: 67
JRS Sortino Ratio Rank: 60
JRS Omega Ratio Rank: 58
JRS Calmar Ratio Rank: 61
JRS Martin Ratio Rank: 67

STAG

STAG Risk / Return Rank: 49
STAG Sharpe Ratio Rank: 49
STAG Sortino Ratio Rank: 41
STAG Omega Ratio Rank: 40
STAG Calmar Ratio Rank: 55
STAG Martin Ratio Rank: 57

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.

JRS vs. STAG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Income Fund (JRS) 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.

	JRS	STAG	Difference
Sharpe ratio Return per unit of total volatility	0.84	0.26	+0.57
Sortino ratio Return per unit of downside risk	1.29	0.50	+0.79
Omega ratio Gain probability vs. loss probability	1.16	1.06	+0.10
Calmar ratio Return relative to maximum drawdown	1.00	0.67	+0.33
Martin ratio Return relative to average drawdown	3.23	1.67	+1.56
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JRS vs. STAG - Sharpe Ratio Comparison

The current JRS Sharpe Ratio is 0.84, which is higher than the STAG Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of JRS 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.

Sharpe Ratios by Period

	JRS	STAG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.84	0.26	+0.57
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.11	0.16	-0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.23	0.39	-0.16
Sharpe Ratio (All Time) Calculated using the full available price history	0.23	0.51	-0.28

Drawdowns

JRS vs. STAG - Drawdown Comparison

The maximum JRS drawdown since its inception was -87.80%, which is greater than STAG's maximum drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for JRS and STAG.

Drawdown Indicators

	JRS	STAG	Difference
Max Drawdown Largest peak-to-trough decline	-87.80%	-45.08%	-42.72%
Max Drawdown (1Y) Largest decline over 1 year	-11.10%	-9.44%	-1.66%
Max Drawdown (3Y) Largest decline over 3 years	-25.33%	-24.59%	-0.74%
Max Drawdown (5Y) Largest decline over 5 years	-45.57%	-42.22%	-3.35%
Max Drawdown (10Y) Largest decline over 10 years	-54.64%	-45.08%	-9.56%
Current Drawdown Current decline from peak	-8.42%	-9.01%	+0.59%
Average Drawdown Average peak-to-trough decline	-19.07%	-10.51%	-8.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.42%	3.77%	-0.35%

Volatility

JRS vs. STAG - Volatility Comparison

The current volatility for Nuveen Real Estate Income Fund (JRS) is 4.23%, while STAG Industrial, Inc. (STAG) has a volatility of 5.24%. This indicates that JRS 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

	JRS	STAG	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.23%	5.24%	-1.01%
Volatility (6M) Calculated over the trailing 6-month period	10.88%	13.70%	-2.82%
Volatility (1Y) Calculated over the trailing 1-year period	14.15%	19.39%	-5.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.90%	23.41%	-1.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.31%	26.17%	-1.86%

Dividends

JRS vs. STAG - Dividend Comparison

JRS's dividend yield for the trailing twelve months is around 8.37%, more than STAG's 3.44% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JRS Nuveen Real Estate Income Fund	8.37%	8.88%	7.88%	8.70%	11.06%	5.93%	9.00%	7.16%	9.99%	8.88%	9.10%	9.04%
STAG STAG Industrial, Inc.	3.44%	4.05%	4.38%	3.74%	4.52%	3.02%	4.60%	4.53%	5.71%	5.14%	5.82%	7.40%

Financials

JRS vs. STAG - Profitability Comparison

The chart below illustrates the profitability comparison between Nuveen Real Estate Income Fund and STAG Industrial, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

JRS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nuveen Real Estate Income Fund reported a gross profit of 9.59M and revenue of 11.14M. Therefore, the gross margin over that period was 86.1%.

STAG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.

JRS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nuveen Real Estate Income Fund reported an operating income of 8.66M and revenue of 11.14M, resulting in an operating margin of 77.7%.

STAG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.

JRS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nuveen Real Estate Income Fund reported a net income of 6.14M and revenue of 11.14M, resulting in a net margin of 55.2%.

STAG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.

Frequently Asked Questions

Can I hold both JRS and STAG in my portfolio?

JRS and STAG have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JRS or STAG?

STAG has higher volatility (5.24%) compared to JRS (4.23%). In terms of maximum drawdown, JRS dropped -87.80% vs STAG's -45.08%.

Which has better risk-adjusted returns?

JRS currently has the higher Sharpe Ratio (0.84 vs 0.26), 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.