Correlation
The correlation between PGZ and PGR 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.
PGZ vs. PGR
Compare and contrast key facts about Principal Real Estate Income Fund (PGZ) and The Progressive Corporation (PGR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGZ or PGR.
Performance
PGZ vs. PGR - Performance Comparison
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Key characteristics
PGZ:
1.53
PGR:
1.66
PGZ:
1.88
PGR:
2.22
PGZ:
1.25
PGR:
1.32
PGZ:
0.56
PGR:
3.40
PGZ:
4.80
PGR:
8.60
PGZ:
3.58%
PGR:
4.86%
PGZ:
12.50%
PGR:
24.69%
PGZ:
-53.58%
PGR:
-71.05%
PGZ:
-17.56%
PGR:
-2.13%
Fundamentals
PGZ:
$69.55M
PGR:
$167.03B
PGZ:
$3.29
PGR:
$15.24
PGZ:
3.16
PGR:
18.70
PGZ:
0.00
PGR:
7.17
PGZ:
3.03
PGR:
2.13
PGZ:
0.88
PGR:
5.61
PGZ:
$4.76M
PGR:
$78.52B
PGZ:
$4.03M
PGR:
$78.51B
PGZ:
$10.24M
PGR:
$11.57B
Returns By Period
In the year-to-date period, PGZ achieves a 10.82% return, which is significantly lower than PGR's 21.33% return. Over the past 10 years, PGZ has underperformed PGR with an annualized return of 3.46%, while PGR has yielded a comparatively higher 29.51% annualized return.
PGZ
10.82%
1.82%
2.40%
18.97%
3.59%
8.67%
3.46%
PGR
21.33%
1.13%
8.12%
40.61%
35.03%
32.32%
29.51%
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Risk-Adjusted Performance
PGZ vs. PGR — Risk-Adjusted Performance Rank
PGZ
PGR
PGZ vs. PGR - Risk-Adjusted Performance 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.
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Dividends
PGZ vs. PGR - Dividend Comparison
PGZ's dividend yield for the trailing twelve months is around 12.12%, more than PGR's 1.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGZ Principal Real Estate Income Fund | 12.12% | 12.75% | 13.33% | 11.86% | 6.33% | 10.34% | 6.25% | 7.98% | 9.51% | 10.90% | 10.40% | 8.98% |
PGR The Progressive Corporation | 1.72% | 0.48% | 0.25% | 0.31% | 6.23% | 2.68% | 3.89% | 1.86% | 1.21% | 2.50% | 2.16% | 5.53% |
Drawdowns
PGZ vs. PGR - Drawdown Comparison
The maximum PGZ drawdown since its inception was -53.58%, smaller than the maximum PGR drawdown of -71.05%. Use the drawdown chart below to compare losses from any high point for PGZ and PGR.
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Volatility
PGZ vs. PGR - Volatility Comparison
The current volatility for Principal Real Estate Income Fund (PGZ) is 3.05%, while The Progressive Corporation (PGR) has a volatility of 5.71%. 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.
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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