PGZ vs. BDJ
Compare and contrast key facts about Principal Real Estate Income Fund (PGZ) and BlackRock Enhanced Equity Dividend Fund (BDJ).
BDJ is managed by BlackRock. It was launched on Aug 30, 2005.
Performance
PGZ vs. BDJ - Performance Comparison
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PGZ vs. BDJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGZ Principal Real Estate Income Fund | -0.99% | 14.50% | 17.99% | 4.05% | -27.98% | 38.70% | -36.50% | 36.77% | 3.92% | 18.23% |
BDJ BlackRock Enhanced Equity Dividend Fund | -5.83% | 26.12% | 16.87% | -6.67% | 0.83% | 26.56% | -7.58% | 37.43% | -10.42% | 20.78% |
Returns By Period
In the year-to-date period, PGZ achieves a -0.99% return, which is significantly higher than BDJ's -5.83% return. Over the past 10 years, PGZ has underperformed BDJ with an annualized return of 4.49%, while BDJ has yielded a comparatively higher 9.93% annualized return.
PGZ
- 1D
- 1.48%
- 1M
- -7.07%
- YTD
- -0.99%
- 6M
- -2.29%
- 1Y
- 3.16%
- 3Y*
- 13.92%
- 5Y*
- 4.23%
- 10Y*
- 4.49%
BDJ
- 1D
- 1.51%
- 1M
- -8.69%
- YTD
- -5.83%
- 6M
- 1.12%
- 1Y
- 11.53%
- 3Y*
- 10.07%
- 5Y*
- 7.81%
- 10Y*
- 9.93%
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Return for Risk
PGZ vs. BDJ — Risk / Return Rank
PGZ
BDJ
PGZ vs. BDJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Real Estate Income Fund (PGZ) and BlackRock Enhanced Equity Dividend Fund (BDJ). 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.
| PGZ | BDJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.69 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.04 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.15 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.97 | -0.59 |
Martin ratioReturn relative to average drawdown | 1.53 | 3.62 | -2.09 |
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
| PGZ | BDJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.69 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.49 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.54 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.30 | -0.11 |
Correlation
The correlation between PGZ and BDJ is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PGZ vs. BDJ - Dividend Comparison
PGZ's dividend yield for the trailing twelve months is around 13.11%, more than BDJ's 9.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGZ Principal Real Estate Income Fund | 13.11% | 12.59% | 12.75% | 13.33% | 11.86% | 6.32% | 10.34% | 6.25% | 7.98% | 9.51% | 10.90% | 10.40% |
BDJ BlackRock Enhanced Equity Dividend Fund | 9.78% | 9.03% | 8.21% | 9.49% | 12.18% | 5.95% | 7.08% | 6.66% | 7.21% | 6.07% | 6.88% | 7.36% |
Drawdowns
PGZ vs. BDJ - Drawdown Comparison
The maximum PGZ drawdown since its inception was -53.58%, smaller than the maximum BDJ drawdown of -59.46%. Use the drawdown chart below to compare losses from any high point for PGZ and BDJ.
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Drawdown Indicators
| PGZ | BDJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.58% | -59.46% | +5.88% |
Max Drawdown (1Y)Largest decline over 1 year | -9.82% | -12.28% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -35.34% | -21.39% | -13.95% |
Max Drawdown (10Y)Largest decline over 10 years | -53.58% | -48.14% | -5.44% |
Current DrawdownCurrent decline from peak | -15.65% | -9.16% | -6.49% |
Average DrawdownAverage peak-to-trough decline | -16.20% | -8.99% | -7.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 3.29% | -0.84% |
Volatility
PGZ vs. BDJ - Volatility Comparison
The current volatility for Principal Real Estate Income Fund (PGZ) is 5.28%, while BlackRock Enhanced Equity Dividend Fund (BDJ) has a volatility of 5.62%. This indicates that PGZ experiences smaller price fluctuations and is considered to be less risky than BDJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGZ | BDJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 5.62% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 7.48% | 9.50% | -2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.02% | 16.68% | -5.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 16.13% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 18.38% | +3.43% |