JRS vs. STAG
Compare and contrast key facts about Nuveen Real Estate Income Fund (JRS) and STAG Industrial, Inc. (STAG).
Performance
JRS vs. STAG - Performance Comparison
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JRS vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRS Nuveen Real Estate Income Fund | 2.24% | -3.38% | 19.74% | 13.42% | -35.61% | 62.86% | -12.66% | 34.92% | -18.07% | 14.38% |
STAG STAG Industrial, Inc. | -0.43% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Fundamentals
JRS:
$221.32M
STAG:
$6.81B
JRS:
$0.73
STAG:
$1.46
JRS:
10.54
STAG:
24.81
JRS:
0.31
STAG:
3.15
JRS:
5.66
STAG:
8.02
JRS:
0.93
STAG:
1.89
JRS:
$39.07M
STAG:
$845.18M
JRS:
$34.33M
STAG:
$498.04M
JRS:
$39.91M
STAG:
$595.40M
Returns By Period
In the year-to-date period, JRS achieves a 2.24% return, which is significantly higher than STAG's -0.43% return. Over the past 10 years, JRS has underperformed STAG with an annualized return of 5.09%, while STAG has yielded a comparatively higher 11.05% annualized return.
JRS
- 1D
- 2.68%
- 1M
- -5.16%
- YTD
- 2.24%
- 6M
- -2.35%
- 1Y
- 1.33%
- 3Y*
- 9.92%
- 5Y*
- 3.87%
- 10Y*
- 5.09%
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
JRS vs. STAG — Risk / Return Rank
JRS
STAG
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 ratioReturn per unit of total volatility | 0.07 | 0.18 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.23 | 0.41 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.05 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 0.27 | -0.19 |
Martin ratioReturn relative to average drawdown | 0.27 | 0.96 | -0.69 |
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
| JRS | STAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.18 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.22 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.42 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.51 | -0.29 |
Correlation
The correlation between JRS and STAG is 0.54, 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
JRS vs. STAG - Dividend Comparison
JRS's dividend yield for the trailing twelve months is around 8.88%, more than STAG's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRS Nuveen Real Estate Income Fund | 8.88% | 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. | 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
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.
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Drawdown Indicators
| JRS | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.80% | -45.08% | -42.72% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | -16.84% | +0.21% |
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 DrawdownCurrent decline from peak | -13.61% | -9.83% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -19.14% | -10.58% | -8.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 4.69% | +0.26% |
Volatility
JRS vs. STAG - Volatility Comparison
Nuveen Real Estate Income Fund (JRS) has a higher volatility of 7.33% compared to STAG Industrial, Inc. (STAG) at 4.99%. This indicates that JRS'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
| JRS | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 4.99% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 12.70% | -2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 22.99% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.08% | 23.40% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.30% | 26.15% | -1.85% |
Financials
JRS vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between Nuveen Real Estate Income Fund and STAG Industrial, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities