Performance analysis of PGZ (Principal Real Estate Income Fund)
Annual Return
Over the past 3 years, PGZ has had an average annual return of +14.90%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PGZ has had an average annual return of +1.77%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PGZ has had an average annual return of +3.87%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 26, 2013, PGZ has had an average annual return of +4.26%, underperforming the benchmark SPY, which returned +14.64% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.37% | +14.46% | +18.03% | +3.99% | -27.95% | +38.67% | -36.38% | +36.79% | +3.90% | +18.29% | +6.20% | -1.76% |
| 2014 | 2013 | ||||||||||
| +19.61% | -11.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.74% | +4.72% | -7.08% | +6.90% | -2.32% | +0% | +3.37% | ||||||
| 2025 | +4.60% | +5.06% | -0.03% | -0.96% | +1.81% | +2.17% | -0.34% | +2.29% | +0.53% | +0.33% | -1.02% | -0.62% | +14.46% |
| 2024 | +5.59% | +3.09% | +3.61% | -3.81% | +2.98% | +2.96% | +3.67% | +5.81% | +2.72% | -3.31% | +1.92% | -7.59% | +18.03% |
| 2023 | +13.04% | -3.59% | -13.62% | +2.82% | -1.94% | +2.52% | +4.08% | -1.58% | -3.67% | -2.65% | +8.49% | +2.55% | +3.99% |
| 2022 | -3.90% | -2.01% | +7.73% | -7.73% | -5.84% | -3.36% | +2.94% | +0.46% | -15.20% | -1.79% | +7.16% | -8.34% | -27.95% |
| 2021 | +1.56% | +10.10% | +0.93% | +13.11% | +3.48% | -2.43% | +1.73% | +2.26% | -5.32% | +5.88% | -1.58% | +4.83% | +38.67% |
| 2020 | +0.66% | -7.99% | -36.94% | +3.36% | -5.45% | +4.36% | -2.32% | +0.55% | -6.72% | -10.77% | +22.67% | +6.51% | -36.38% |
| 2019 | +6.24% | +3.32% | +4.59% | +1.23% | +0.16% | +2.57% | +1.04% | +3.47% | +5.05% | +4.60% | +0.15% | -0.42% | +36.79% |
| 2018 | -0.58% | -1.76% | +1.63% | +0.78% | +2.81% | +4.39% | +2.95% | +1.54% | -5.36% | -0.94% | +2.01% | -3.19% | +3.90% |
| 2017 | +5.33% | +3.82% | +3.17% | +3.14% | -0.90% | +3.42% | +2.84% | +1.68% | -2.75% | -4.27% | +1.24% | +0.64% | +18.29% |
Drawdown analysis of PGZ (Principal Real Estate Income Fund)
The maximum drawdown for the PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The current PGZ drawdown is -11.81%.
Since Jun 26, 2013 PGZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.48% | Feb 18, 2020 | 179 | Oct 30, 2020 | Ongoing | Ongoing | Ongoing |
| -22.12% | Jun 12, 2015 | 152 | Jan 20, 2016 | 99 | Jun 10, 2016 | 251 |
| -15.75% | Aug 24, 2018 | 83 | Dec 24, 2018 | 54 | Mar 14, 2019 | 137 |
| -15.69% | Jul 24, 2013 | 94 | Dec 5, 2013 | 97 | Apr 28, 2014 | 191 |
| -12.40% | Sep 7, 2016 | 48 | Nov 14, 2016 | 94 | Mar 31, 2017 | 142 |
| -11.76% | Sep 12, 2017 | 100 | Feb 5, 2018 | 103 | Jul 3, 2018 | 203 |
| -5.21% | Sep 8, 2014 | 27 | Oct 15, 2014 | 13 | Nov 3, 2014 | 40 |
| -4.51% | Jun 14, 2017 | 6 | Jun 22, 2017 | 16 | Jul 17, 2017 | 22 |
| -4.45% | Aug 7, 2019 | 6 | Aug 15, 2019 | 3 | Aug 20, 2019 | 9 |
| -4.22% | Jul 17, 2017 | 19 | Aug 11, 2017 | 17 | Sep 6, 2017 | 36 |
| -4.20% | Aug 23, 2019 | 4 | Aug 29, 2019 | 18 | Sep 25, 2019 | 22 |
| -3.74% | Oct 31, 2019 | 8 | Nov 12, 2019 | 12 | Nov 29, 2019 | 20 |
| -3.66% | Dec 17, 2019 | 4 | Dec 23, 2019 | 15 | Jan 15, 2020 | 19 |
| -3.66% | Jun 12, 2014 | 10 | Jun 26, 2014 | 11 | Jul 14, 2014 | 21 |
| -3.61% | Jun 17, 2016 | 8 | Jun 29, 2016 | 47 | Sep 6, 2016 | 55 |
| -3.37% | Dec 12, 2014 | 12 | Dec 31, 2014 | 11 | Jan 16, 2015 | 23 |
| -3.28% | Apr 27, 2017 | 14 | May 17, 2017 | 11 | Jun 2, 2017 | 25 |
| -3.21% | Feb 23, 2015 | 12 | Mar 11, 2015 | 30 | Apr 23, 2015 | 42 |
| -3.21% | Oct 24, 2019 | 3 | Oct 29, 2019 | 2 | Oct 31, 2019 | 5 |
| -3.15% | Nov 29, 2019 | 8 | Dec 11, 2019 | 4 | Dec 17, 2019 | 12 |
| -3.07% | Oct 3, 2019 | 3 | Oct 8, 2019 | 10 | Oct 22, 2019 | 13 |
| -2.98% | Jul 10, 2018 | 3 | Jul 13, 2018 | 8 | Jul 25, 2018 | 11 |
| -2.91% | Jul 16, 2014 | 15 | Aug 6, 2014 | 7 | Aug 15, 2014 | 22 |
| -2.85% | Mar 31, 2017 | 4 | Apr 6, 2017 | 6 | Apr 17, 2017 | 10 |
| -2.77% | Nov 13, 2014 | 16 | Dec 8, 2014 | 4 | Dec 12, 2014 | 20 |