Principal Real Estate Income Fund (PGZ)

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The chart shows the growth of an initial investment of $10,000 in Principal Real Estate Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Principal Real Estate Income Fund (PGZ) has returned -0.99% so far this year and 3.16% over the past 12 months. Over the last ten years, PGZ has returned 4.49% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 26, 2013, PGZ's average daily return is +0.02%, while the average monthly return is +0.49%. At this rate, your investment would double in approximately 11.8 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +22.7%, while the worst month was Mar 2020 at -37.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PGZ closed higher 53% of trading days. The best single day was Mar 19, 2020 with a return of +20.8%, while the worst single day was Mar 18, 2020 at -23.0%.

Principal Real Estate Income Fund has an annualized alpha of -0.59%, beta of 0.53, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since June 27, 2013.

• This stock participated in 93.43% of S&P 500 Index downside but only 63.21% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.53 may look defensive, but with R² of 0.20 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.20 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PGZ ranks 47 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Principal Real Estate Income Fund (PGZ) and compare them to a chosen benchmark (S&P 500 Index).

Principal Real Estate Income Fund provided a 13.11% dividend yield over the last twelve months, with an annual payout of $1.26 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Principal Real Estate Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Principal Real Estate Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Principal Real Estate Income Fund was 53.58%, occurring on Oct 30, 2020. The portfolio has not yet recovered.

The current Principal Real Estate Income Fund drawdown is 15.65%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Principal Real Estate Income Fund over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Principal Real Estate Income Fund is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.