PDI vs. STAG
PDI (PIMCO Dynamic Income Fund) and STAG (STAG Industrial, Inc.) are both stocks. PDI operates in Asset Management (Financial Services), while STAG operates in REIT - Industrial (Real Estate). Over the past 10 years, PDI returned 7.56%/yr vs 9.93%/yr for STAG. At a 0.25 correlation, their price movements are largely independent.
Performance
PDI vs. STAG - Performance Comparison
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Returns By Period
In the year-to-date period, PDI achieves a 0.27% return, which is significantly lower than STAG's 2.13% return. Over the past 10 years, PDI has underperformed STAG with an annualized return of 7.56%, while STAG has yielded a comparatively higher 9.93% annualized return.
PDI
- 1D
- -0.54%
- 1M
- -4.51%
- YTD
- 0.27%
- 6M
- -0.40%
- 1Y
- 1.93%
- 3Y*
- 10.92%
- 5Y*
- 2.42%
- 10Y*
- 7.56%
STAG
- 1D
- -0.32%
- 1M
- -4.65%
- YTD
- 2.13%
- 6M
- -1.21%
- 1Y
- 4.41%
- 3Y*
- 4.98%
- 5Y*
- 3.47%
- 10Y*
- 9.93%
PDI vs. STAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDI PIMCO Dynamic Income Fund | 0.27% | 11.03% | 17.18% | 11.99% | -16.99% | 7.81% | -9.96% | 22.23% | 7.35% | 18.59% |
STAG STAG Industrial, Inc. | 2.13% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
Correlation
The correlation between PDI and STAG is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since May 29, 2012 | 0.25 |
Fundamentals
PDI:
$6.89B
STAG:
$7.10B
PDI:
$3.86
STAG:
$1.30
PDI:
4.33
STAG:
28.66
PDI:
0.07
STAG:
3.63
PDI:
3.21
STAG:
8.10
PDI:
0.93
STAG:
1.98
PDI:
$2.03B
STAG:
$863.82M
PDI:
$1.51B
STAG:
$356.54M
PDI:
$2.09B
STAG:
$598.36M
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Return for Risk
PDI vs. STAG — Risk / Return Rank
PDI
STAG
PDI vs. STAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Fund (PDI) 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.
| PDI | STAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.05 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | 0.47 | -0.29 |
| Martin ratioReturn relative to average drawdown | 0.39 | 1.14 | -0.75 |
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
| PDI | STAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.23 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.15 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.38 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.52 | +0.07 |
Drawdowns
PDI vs. STAG - Drawdown Comparison
The maximum PDI drawdown since its inception was -46.47%, roughly equal to the maximum STAG drawdown of -45.08%. Use the drawdown chart below to compare losses from any high point for PDI and STAG.
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Drawdown Indicators
| PDI | STAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.47% | -45.08% | -1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -9.44% | -1.51% |
Max Drawdown (3Y)Largest decline over 3 years | -17.55% | -24.59% | +7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -27.23% | -42.22% | +14.99% |
Max Drawdown (10Y)Largest decline over 10 years | -46.47% | -45.08% | -1.39% |
Current DrawdownCurrent decline from peak | -7.57% | -7.51% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -10.51% | +4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.98% | 3.88% | +1.10% |
Volatility
PDI vs. STAG - Volatility Comparison
The current volatility for PIMCO Dynamic Income Fund (PDI) is 3.21%, while STAG Industrial, Inc. (STAG) has a volatility of 4.82%. This indicates that PDI 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.
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Volatility by Period
| PDI | STAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 4.82% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.14% | 13.71% | -5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.24% | 19.36% | -8.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 23.40% | -7.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.05% | 26.16% | -7.11% |
Dividends
PDI vs. STAG - Dividend Comparison
PDI's dividend yield for the trailing twelve months is around 15.84%, more than STAG's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDI PIMCO Dynamic Income Fund | 15.84% | 14.94% | 14.43% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 18.70% |
STAG STAG Industrial, Inc. | 3.38% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
PDI vs. STAG - Financials Comparison
This section allows you to compare key financial metrics between PIMCO Dynamic 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
PDI vs. STAG - Profitability Comparison
PDI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported a gross profit of 558.21M and revenue of 615.21M. Therefore, the gross margin over that period was 90.7%.
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%.
PDI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported an operating income of 529.42M and revenue of 615.21M, resulting in an operating margin of 86.1%.
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%.
PDI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported a net income of 457.73M and revenue of 615.21M, resulting in a net margin of 74.4%.
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
PDI and STAG have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STAG has higher volatility (4.82%) compared to PDI (3.21%). In terms of maximum drawdown, PDI dropped -46.47% vs STAG's -45.08%.
STAG currently has the higher Sharpe Ratio (0.23 vs 0.17), 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.
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