PGZ vs. PGR
PGZ (Principal Real Estate Income Fund) and PGR (The Progressive Corporation) are both stocks. Both are in the Financial Services sector — PGZ in Asset Management, PGR in Insurance - Property & Casualty. Over the past 10 years, PGZ returned 3.84%/yr vs 22.91%/yr for PGR. At a 0.19 correlation, their price movements are largely independent.
Performance
PGZ vs. PGR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PGZ achieves a 4.04% return, which is significantly higher than PGR's -8.70% return. Over the past 10 years, PGZ has underperformed PGR with an annualized return of 3.84%, while PGR has yielded a comparatively higher 22.91% annualized return.
PGZ
- 1D
- 0.61%
- 1M
- -0.64%
- YTD
- 4.04%
- 6M
- 4.05%
- 1Y
- 6.66%
- 3Y*
- 15.14%
- 5Y*
- 1.90%
- 10Y*
- 3.84%
PGR
- 1D
- 0.99%
- 1M
- -1.19%
- YTD
- -8.70%
- 6M
- -8.45%
- 1Y
- -26.26%
- 3Y*
- 18.34%
- 5Y*
- 16.84%
- 10Y*
- 22.91%
PGZ vs. PGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGZ Principal Real Estate Income Fund | 4.04% | 14.50% | 17.99% | 4.05% | -27.98% | 38.70% | -36.50% | 36.77% | 3.92% | 18.23% |
PGR The Progressive Corporation | -8.70% | -3.02% | 51.39% | 23.16% | 26.81% | 10.84% | 41.48% | 25.14% | 9.39% | 61.59% |
Correlation
The correlation between PGZ and PGR is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2013 | 0.19 |
The correlation between PGZ and PGR shifts across timeframes, from 0.05 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PGZ:
$4.06
PGR:
$19.23
PGZ:
2.44
PGR:
10.16
PGZ:
0.09
PGR:
0.08
PGZ:
6.27
PGR:
1.31
PGZ:
$10.56M
PGR:
$87.65B
PGZ:
$3.00M
PGR:
$23.23B
PGZ:
$31.08M
PGR:
$14.81B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 | +1.85 | ||
| Sortino ratioReturn per unit of downside risk | +2.62 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.81 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | -0.95 | +1.64 |
| Martin ratioReturn relative to average drawdown | 2.60 | -1.39 | +3.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| PGZ | PGR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | -1.19 | +1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.69 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.94 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.58 | -0.37 |
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.
Loading charts...
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% | -27.64% | +17.82% |
Max Drawdown (3Y)Largest decline over 3 years | -10.56% | -30.35% | +19.79% |
Max Drawdown (5Y)Largest decline over 5 years | -35.34% | -30.35% | -4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -53.58% | -30.35% | -23.23% |
Current DrawdownCurrent decline from peak | -11.37% | -28.53% | +17.16% |
Average DrawdownAverage peak-to-trough decline | -16.13% | -14.53% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 19.45% | -16.88% |
Volatility
PGZ vs. PGR - Volatility Comparison
The current volatility for Principal Real Estate Income Fund (PGZ) is 2.60%, while The Progressive Corporation (PGR) has a volatility of 5.89%. This indicates that PGZ experiences smaller price fluctuations and is considered to be less risky than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PGZ | PGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 5.89% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 16.28% | -7.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.04% | 22.26% | -12.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.92% | 24.52% | -9.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 24.43% | -2.62% |
Dividends
PGZ vs. PGR - Dividend Comparison
PGZ's dividend yield for the trailing twelve months is around 12.74%, more than PGR's 7.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGR The Progressive Corporation | 7.11% | 2.15% | 0.48% | 0.25% | 0.31% | 6.23% | 2.68% | 3.89% | 1.86% | 1.21% | 2.50% | 2.16% |
PGZ Principal Real Estate Income Fund | 12.74% | 12.59% | 12.75% | 13.33% | 11.86% | 6.32% | 10.34% | 6.25% | 7.98% | 9.51% | 10.90% | 10.40% |
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
Frequently Asked Questions
PGZ and PGR have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PGR has higher volatility (5.89%) compared to PGZ (2.60%). In terms of maximum drawdown, PGZ dropped -53.58% vs PGR's -71.06%.
PGZ currently has the higher Sharpe Ratio (0.67 vs -1.19), 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.
Find the right allocation for PGZ and PGR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer