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STAG vs. PTY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

STAG vs. PTY

Last updated Jun 13, 2026

STAG (STAG Industrial, Inc.) is a stock, while PTY (PIMCO Corporate & Income Opportunity Fund) is Corporate Bonds fund managed by PIMCO. Over the past 10 years, STAG returned 10.66%/yr vs 8.71%/yr for PTY. At a 0.24 correlation, their price movements are largely independent.

Performance

STAG vs. PTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in STAG Industrial, Inc. (STAG) and PIMCO Corporate & Income Opportunity Fund (PTY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STAG achieves a 6.64% return, which is significantly higher than PTY's -3.70% return. Over the past 10 years, STAG has outperformed PTY with an annualized return of 10.66%, while PTY has yielded a comparatively lower 8.71% annualized return.

STAG

1D
2.05%
1M
1.07%
YTD
6.64%
6M
4.38%
1Y
9.55%
3Y*
6.09%
5Y*
4.10%
10Y*
10.66%

PTY

1D
0.26%
1M
-1.34%
YTD
-3.70%
6M
-3.85%
1Y
-4.53%
3Y*
7.73%
5Y*
-0.75%
10Y*
8.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

STAG vs. PTY - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
STAG
STAG Industrial, Inc.		6.64%13.30%-10.34%26.73%-29.66%59.10%4.18%33.20%-3.81%20.68%
PTY
PIMCO Corporate & Income Opportunity Fund		-3.70%-0.51%19.87%22.56%-18.71%0.40%3.24%35.36%2.49%26.63%

Correlation

The correlation between STAG and PTY 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

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.29

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Apr 15, 2011

0.24

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STAG Industrial, Inc.

PIMCO Corporate & Income Opportunity Fund

Often compared with STAG:
STAG vs. MAINSTAG vs. PLDSTAG vs. ADCSTAG vs. EPRSTAG vs. REXRSTAG vs. TGTSTAG vs. EPRT
Often compared with PTY:
PTY vs. PDIPTY vs. PCNPTY vs. SCHDPTY vs. PFNPTY vs. JEPQPTY vs. SCYBPTY vs. JEPI

Return for Risk

STAG vs. PTY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
STAG
STAG Risk / Return Rank: 5858
Overall Rank
STAG Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
STAG Sortino Ratio Rank: 5252
Sortino Ratio Rank
STAG Omega Ratio Rank: 5050
Omega Ratio Rank
STAG Calmar Ratio Rank: 6464
Calmar Ratio Rank
STAG Martin Ratio Rank: 6565
Martin Ratio Rank
PTY
PTY Risk / Return Rank: 22
Overall Rank
PTY Sharpe Ratio Rank: 22
Sharpe Ratio Rank
PTY Sortino Ratio Rank: 22
Sortino Ratio Rank
PTY Omega Ratio Rank: 11
Omega Ratio Rank
PTY Calmar Ratio Rank: 22
Calmar Ratio Rank
PTY Martin Ratio Rank: 22
Martin Ratio Rank
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.

STAG vs. PTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for STAG Industrial, Inc. (STAG) and PIMCO Corporate & Income Opportunity Fund (PTY). 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.

STAGPTYDifference
Sharpe ratioReturn per unit of total volatility
0.49
-0.42

+0.91

Sortino ratioReturn per unit of downside risk
0.82
-0.50

+1.32

Omega ratioGain probability vs. loss probability

1.10

0.92

+0.18

Calmar ratioReturn relative to maximum drawdown

1.02

-0.29

+1.31

Martin ratioReturn relative to average drawdown

2.49

-0.57

+3.06

STAG vs. PTY - Sharpe Ratio Comparison

The current STAG Sharpe Ratio is 0.49, which is higher than the PTY Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of STAG and PTY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

STAG vs. PTY - Drawdown Comparison

The maximum STAG drawdown since its inception was -45.08%, smaller than the maximum PTY drawdown of -60.86%. Use the drawdown chart below to compare losses from any high point for STAG and PTY.

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Drawdown Indicators

STAGPTYDifference

Max Drawdown

Largest peak-to-trough decline

-45.08%

-60.86%

+15.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.44%

-15.44%

+6.00%

Max Drawdown (3Y)

Largest decline over 3 years

-24.59%

-16.04%

-8.55%

Max Drawdown (5Y)

Largest decline over 5 years

-42.22%

-41.38%

-0.84%

Max Drawdown (10Y)

Largest decline over 10 years

-45.08%

-46.55%

+1.47%

Current Drawdown

Current decline from peak

-3.43%

-12.60%

+9.17%

Average Drawdown

Average peak-to-trough decline

-10.50%

-8.61%

-1.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.85%

7.89%

-4.04%

Volatility

STAG vs. PTY - Volatility Comparison

STAG Industrial, Inc. (STAG) has a higher volatility of 5.63% compared to PIMCO Corporate & Income Opportunity Fund (PTY) at 2.64%. This indicates that STAG's price experiences larger fluctuations and is considered to be riskier than PTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

STAGPTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.63%

2.64%

+2.99%

Volatility (6M)

Calculated over the trailing 6-month period

13.90%

7.49%

+6.41%

Volatility (1Y)

Calculated over the trailing 1-year period

19.50%

10.80%

+8.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.42%

17.39%

+6.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.17%

21.19%

+4.98%

Dividends

STAG vs. PTY - Dividend Comparison

STAG's dividend yield for the trailing twelve months is around 3.24%, less than PTY's 12.15% yield.

PositionTTM20252024202320222021202020192018201720162015
PTY
PIMCO Corporate & Income Opportunity Fund		12.15%11.05%9.92%10.77%13.12%9.16%8.74%8.37%10.63%9.48%12.09%11.92%
STAG
STAG Industrial, Inc.		3.24%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

STAG and PTY 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 (5.63%) compared to PTY (2.64%). In terms of maximum drawdown, STAG dropped -45.08% vs PTY's -60.86%.

STAG currently has the higher Sharpe Ratio (0.49 vs -0.42), 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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