STAG vs. PDI
STAG (STAG Industrial, Inc.) and PDI (PIMCO Dynamic Income Fund) are both stocks. STAG operates in REIT - Industrial (Real Estate), while PDI operates in Asset Management (Financial Services). Over the past 10 years, STAG returned 9.93%/yr vs 7.56%/yr for PDI. At a 0.25 correlation, their price movements are largely independent.
Performance
STAG vs. PDI - Performance Comparison
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Returns By Period
In the year-to-date period, STAG achieves a 2.13% return, which is significantly higher than PDI's 0.27% return. Over the past 10 years, STAG has outperformed PDI with an annualized return of 9.93%, while PDI has yielded a comparatively lower 7.56% annualized return.
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
- 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 vs. PDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 2.13% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
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% |
Correlation
The correlation between STAG and PDI 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
STAG:
$7.10B
PDI:
$6.89B
STAG:
$1.30
PDI:
$3.86
STAG:
28.66
PDI:
4.33
STAG:
3.63
PDI:
0.07
STAG:
8.10
PDI:
3.21
STAG:
1.98
PDI:
0.93
STAG:
$863.82M
PDI:
$2.03B
STAG:
$356.54M
PDI:
$1.51B
STAG:
$598.36M
PDI:
$2.09B
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Return for Risk
STAG vs. PDI — Risk / Return Rank
STAG
PDI
STAG vs. PDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for STAG Industrial, Inc. (STAG) and PIMCO Dynamic Income Fund (PDI). 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.
| STAG | PDI | 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 | 0.47 | 0.18 | +0.29 |
| Martin ratioReturn relative to average drawdown | 1.14 | 0.39 | +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
| STAG | PDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.17 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.16 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.40 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.58 | -0.07 |
Drawdowns
STAG vs. PDI - Drawdown Comparison
The maximum STAG drawdown since its inception was -45.08%, roughly equal to the maximum PDI drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for STAG and PDI.
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Drawdown Indicators
| STAG | PDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.08% | -46.47% | +1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -9.44% | -10.95% | +1.51% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -17.55% | -7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -42.22% | -27.23% | -14.99% |
Max Drawdown (10Y)Largest decline over 10 years | -45.08% | -46.47% | +1.39% |
Current DrawdownCurrent decline from peak | -7.51% | -7.57% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -6.22% | -4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 4.98% | -1.10% |
Volatility
STAG vs. PDI - Volatility Comparison
STAG Industrial, Inc. (STAG) has a higher volatility of 4.82% compared to PIMCO Dynamic Income Fund (PDI) at 3.21%. This indicates that STAG's price experiences larger fluctuations and is considered to be riskier than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STAG | PDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 3.21% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 8.14% | +5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.36% | 11.24% | +8.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.40% | 15.53% | +7.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.16% | 19.05% | +7.11% |
Dividends
STAG vs. PDI - Dividend Comparison
STAG's dividend yield for the trailing twelve months is around 3.38%, less than PDI's 15.84% 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
STAG vs. PDI - Financials Comparison
This section allows you to compare key financial metrics between STAG Industrial, Inc. and PIMCO Dynamic Income Fund. 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
STAG vs. PDI - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
STAG and PDI 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, STAG dropped -45.08% vs PDI's -46.47%.
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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