PGZ vs. PGR
Compare and contrast key facts about Principal Real Estate Income Fund (PGZ) and The Progressive Corporation (PGR).
Performance
PGZ vs. PGR - Performance Comparison
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PGZ vs. PGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGZ Principal Real Estate Income Fund | 2.31% | 14.50% | 17.99% | 4.05% | -27.98% | 38.70% | -36.50% | 36.77% | 3.92% | 18.23% |
PGR The Progressive Corporation | -9.70% | -3.02% | 51.39% | 23.16% | 26.81% | 10.84% | 41.48% | 25.14% | 9.39% | 61.59% |
Fundamentals
PGZ:
$66.47M
PGR:
$113.73B
PGZ:
$4.06
PGR:
$17.28
PGZ:
2.45
PGR:
11.19
PGZ:
0.09
PGR:
0.09
PGZ:
6.30
PGR:
1.42
PGZ:
0.87
PGR:
27.47
PGZ:
$10.56M
PGR:
$79.91B
PGZ:
$3.00M
PGR:
$24.59B
PGZ:
$31.08M
PGR:
$13.09B
Returns By Period
In the year-to-date period, PGZ achieves a 2.31% return, which is significantly higher than PGR's -9.70% return. Over the past 10 years, PGZ has underperformed PGR with an annualized return of 4.83%, while PGR has yielded a comparatively higher 21.80% annualized return.
PGZ
- 1D
- 3.33%
- 1M
- -4.06%
- YTD
- 2.31%
- 6M
- 0.82%
- 1Y
- 6.45%
- 3Y*
- 15.18%
- 5Y*
- 4.92%
- 10Y*
- 4.83%
PGR
- 1D
- -2.46%
- 1M
- -9.40%
- YTD
- -9.70%
- 6M
- -16.53%
- 1Y
- -27.58%
- 3Y*
- 13.94%
- 5Y*
- 17.76%
- 10Y*
- 21.80%
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Return for Risk
PGZ vs. PGR — Risk / Return Rank
PGZ
PGR
PGZ vs. PGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Real Estate Income Fund (PGZ) and The Progressive Corporation (PGR). 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 | PGR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | -1.11 | +1.67 |
Sortino ratioReturn per unit of downside risk | 0.83 | -1.45 | +2.28 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.82 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | -0.93 | +1.60 |
Martin ratioReturn relative to average drawdown | 2.68 | -1.50 | +4.18 |
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 | PGR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | -1.11 | +1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.73 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.90 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.58 | -0.37 |
Correlation
The correlation between PGZ and PGR is 0.20, 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. PGR - Dividend Comparison
PGZ's dividend yield for the trailing twelve months is around 12.69%, more than PGR's 7.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGZ Principal Real Estate Income Fund | 12.69% | 12.59% | 12.75% | 13.33% | 11.86% | 6.32% | 10.34% | 6.25% | 7.98% | 9.51% | 10.90% | 10.40% |
PGR The Progressive Corporation | 7.19% | 2.15% | 0.48% | 0.25% | 0.31% | 6.23% | 2.68% | 3.89% | 1.86% | 1.21% | 2.50% | 2.16% |
Drawdowns
PGZ vs. PGR - Drawdown Comparison
The maximum PGZ drawdown since its inception was -53.58%, smaller than the maximum PGR drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for PGZ and PGR.
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Drawdown Indicators
| PGZ | PGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.58% | -71.06% | +17.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.82% | -29.40% | +19.58% |
Max Drawdown (5Y)Largest decline over 5 years | -35.34% | -29.97% | -5.37% |
Max Drawdown (10Y)Largest decline over 10 years | -53.58% | -29.97% | -23.61% |
Current DrawdownCurrent decline from peak | -12.84% | -29.31% | +16.47% |
Average DrawdownAverage peak-to-trough decline | -16.20% | -14.47% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 18.11% | -15.64% |
Volatility
PGZ vs. PGR - Volatility Comparison
Principal Real Estate Income Fund (PGZ) has a higher volatility of 6.37% compared to The Progressive Corporation (PGR) at 5.99%. This indicates that PGZ's price experiences larger fluctuations and is considered to be riskier than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGZ | PGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 5.99% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 8.17% | 17.12% | -8.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.49% | 25.03% | -13.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 24.50% | -9.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.83% | 24.36% | -2.53% |
Financials
PGZ vs. PGR - Financials Comparison
This section allows you to compare key financial metrics between Principal Real Estate Income Fund and The Progressive Corporation. 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