JPY vs PGZ
Comparison between LAZARD JAPANESE EQUITY ETF (JPY, ETF) and Principal Real Estate Income Fund (PGZ, ETF).
JPY vs PGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPY
$75M
PGZ
$75M
Expense Ratio
JPY
0.60%
PGZ
N/A
Max Drawdown
Winner
JPY
15.13%
PGZ
61.11%
Sharpe Ratio
Winner
JPY
1.26
PGZ
0.34
5Y Beta
JPY
0.86
Winner
PGZ
0.31
5Y Dividends CAGR
JPY
N/A
PGZ
2.23%
JPY vs PGZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPY
+3.99%
PGZ
-0.54%
3M
Winner
JPY
+8.98%
PGZ
-0.27%
6M
Winner
JPY
+13.83%
PGZ
+4.19%
1Y
Winner
JPY
+31.62%
PGZ
+6.55%
5Y(CAGR)
JPY
N/A
PGZ
+1.91%
10Y(CAGR)
JPY
N/A
PGZ
+3.87%
Max(CAGR)
Winner
JPY
+49.43%
PGZ
+4.31%
JPY vs PGZ - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | JPY | PGZ |
|---|---|---|
| 2026 | +13.22% | +4.21% |
| 2025 | +39.85% | +14.11% |
| 2024 | N/A | +17.42% |
| 2023 | N/A | +2.50% |
| 2022 | N/A | -28.14% |
| 2021 | N/A | +39.70% |
| 2020 | N/A | -36.20% |
| 2019 | N/A | +40.88% |
| 2018 | N/A | +3.84% |
| 2017 | N/A | +17.19% |
| 2016 | N/A | +6.97% |
| 2015 | N/A | -2.54% |
| 2014 | N/A | +18.84% |
| 2013 | N/A | -11.41% |
JPY vs PGZ Drawdown Comparison
The maximum drawdown for JPY was -15.13%, occurring on Mar 20, 2026. Recovery took 74 trading sessions.
The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The current JPY drawdown is -2.71%. The current PGZ drawdown is -11.18%.
| Rank | JPY | PGZ |
|---|---|---|
| #1 | -15.13% Feb 11, 2026 - May 29, 2026 | -53.48% Feb 18, 2020 - Oct 30, 2020 |
| #2 | -6.35% Oct 6, 2025 - Oct 28, 2025 | -22.12% Jun 12, 2015 - Jun 10, 2016 |
| #3 | -5.93% Oct 28, 2025 - Dec 15, 2025 | -15.75% Aug 24, 2018 - Mar 14, 2019 |
| #4 | -4.47% Jul 24, 2025 - Aug 8, 2025 | -15.70% Jul 24, 2013 - Apr 28, 2014 |
| #5 | -3.86% Jun 27, 2025 - Jul 23, 2025 | -12.40% Sep 7, 2016 - Mar 31, 2017 |
| #6 | -3.73% Apr 9, 2025 - Apr 14, 2025 | -11.76% Sep 12, 2017 - Jul 3, 2018 |
| #7 | -3.49% Jun 2, 2025 - Jun 27, 2025 | -5.22% Sep 8, 2014 - Nov 3, 2014 |
| #8 | -2.91% Aug 15, 2025 - Sep 8, 2025 | -4.50% Jun 14, 2017 - Jul 17, 2017 |
| #9 | -2.71% Jun 4, 2026 - Jun 5, 2026 | -4.46% Aug 7, 2019 - Aug 20, 2019 |
| #10 | -2.41% Jan 15, 2026 - Feb 3, 2026 | -4.22% Jul 17, 2017 - Sep 6, 2017 |
| #11 | -2.39% Dec 15, 2025 - Jan 5, 2026 | -4.20% Aug 23, 2019 - Sep 25, 2019 |
| #12 | -1.81% May 27, 2025 - Jun 2, 2025 | -3.74% Oct 31, 2019 - Nov 29, 2019 |
| #13 | -1.60% May 12, 2025 - May 20, 2025 | -3.66% Dec 17, 2019 - Jan 15, 2020 |
| #14 | -1.52% Apr 29, 2025 - May 12, 2025 | -3.66% Jun 12, 2014 - Jul 14, 2014 |
| #15 | -1.50% Sep 22, 2025 - Oct 3, 2025 | -3.61% Jun 17, 2016 - Sep 6, 2016 |
Correlation
Correlation between JPY and PGZ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2013 - 2026)
JPY vs PGZ dividend yield comparison.
| Year | JPY | PGZ |
|---|---|---|
| 2026 | 0.00% | 5.30% |
| 2025 | 2.38% | 12.59% |
| 2024 | 0.00% | 12.75% |
| 2023 | 0.00% | 13.33% |
| 2022 | 0.00% | 11.86% |
| 2021 | 0.00% | 6.32% |
| 2020 | 0.00% | 10.34% |
| 2019 | 0.00% | 6.25% |
| 2018 | 0.00% | 7.98% |
| 2017 | 0.00% | 9.51% |
| 2016 | 0.00% | 10.90% |
| 2015 | 0.00% | 10.40% |
| 2014 | 0.00% | 8.98% |
| 2013 | 0.00% | 3.96% |
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