PGZ vs CATF
Comparison between Principal Real Estate Income Fund (PGZ, ETF) and AMERICAN CENTURY CALIFORNIA MUNICIPAL BOND ETF (CATF, ETF).
PGZ vs CATF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PGZ
$75M
CATF
$75M
Expense Ratio
PGZ
N/A
CATF
0.27%
Max Drawdown
PGZ
61.11%
Winner
CATF
6.21%
Sharpe Ratio
PGZ
0.34
Winner
CATF
1.22
5Y Beta
PGZ
0.31
Winner
CATF
0.03
5Y Dividends CAGR
PGZ
2.23%
CATF
N/A
PGZ vs CATF - Historical Returns
Returns include dividend reinvestment.
1M
PGZ
-0.54%
Winner
CATF
+0.61%
3M
PGZ
-0.27%
Winner
CATF
+0.27%
6M
Winner
PGZ
+4.19%
CATF
+2.12%
1Y
PGZ
+6.55%
Winner
CATF
+7.68%
5Y(CAGR)
PGZ
+1.91%
CATF
N/A
10Y(CAGR)
PGZ
+3.87%
CATF
N/A
Max(CAGR)
Winner
PGZ
+4.31%
CATF
+3.38%
PGZ vs CATF - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | PGZ | CATF |
|---|---|---|
| 2026 | +4.21% | +1.74% |
| 2025 | +14.11% | +3.52% |
| 2024 | +17.42% | +0.66% |
| 2023 | +2.50% | N/A |
| 2022 | -28.14% | N/A |
| 2021 | +39.70% | N/A |
| 2020 | -36.20% | N/A |
| 2019 | +40.88% | N/A |
| 2018 | +3.84% | N/A |
| 2017 | +17.19% | N/A |
| 2016 | +6.97% | N/A |
| 2015 | -2.54% | N/A |
| 2014 | +18.84% | N/A |
| 2013 | -11.41% | N/A |
PGZ vs CATF Drawdown Comparison
The maximum drawdown for PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The maximum drawdown for CATF was -4.83%, occurring on Apr 11, 2025. Recovery took 189 trading sessions.
The current PGZ drawdown is -11.18%. The current CATF drawdown is -0.59%.
| Rank | PGZ | CATF |
|---|---|---|
| #1 | -53.48% Feb 18, 2020 - Oct 30, 2020 | -4.83% Dec 6, 2024 - Sep 11, 2025 |
| #2 | -22.12% Jun 12, 2015 - Jun 10, 2016 | -2.77% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -15.75% Aug 24, 2018 - Mar 14, 2019 | -2.32% Oct 1, 2024 - Dec 2, 2024 |
| #4 | -15.70% Jul 24, 2013 - Apr 28, 2014 | -0.83% Aug 2, 2024 - Sep 6, 2024 |
| #5 | -12.40% Sep 7, 2016 - Mar 31, 2017 | -0.76% Sep 16, 2025 - Oct 13, 2025 |
| #6 | -11.76% Sep 12, 2017 - Jul 3, 2018 | -0.60% Nov 28, 2025 - Jan 6, 2026 |
| #7 | -5.22% Sep 8, 2014 - Nov 3, 2014 | -0.57% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -4.50% Jun 14, 2017 - Jul 17, 2017 | -0.38% Jul 18, 2024 - Jul 29, 2024 |
| #9 | -4.46% Aug 7, 2019 - Aug 20, 2019 | -0.33% Jan 15, 2026 - Jan 21, 2026 |
| #10 | -4.22% Jul 17, 2017 - Sep 6, 2017 | -0.23% Feb 10, 2026 - Feb 12, 2026 |
| #11 | -4.20% Aug 23, 2019 - Sep 25, 2019 | -0.17% Sep 16, 2024 - Sep 27, 2024 |
| #12 | -3.74% Oct 31, 2019 - Nov 29, 2019 | -0.15% Dec 2, 2024 - Dec 4, 2024 |
| #13 | -3.66% Dec 17, 2019 - Jan 15, 2020 | -0.14% Jan 21, 2026 - Jan 29, 2026 |
| #14 | -3.66% Jun 12, 2014 - Jul 14, 2014 | -0.12% Feb 5, 2026 - Feb 9, 2026 |
| #15 | -3.61% Jun 17, 2016 - Sep 6, 2016 | -0.10% Sep 27, 2024 - Oct 1, 2024 |
Correlation
Correlation between PGZ and CATF is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2013 - 2026)
PGZ vs CATF dividend yield comparison.
| Year | PGZ | CATF |
|---|---|---|
| 2026 | 5.30% | 1.53% |
| 2025 | 12.59% | 3.40% |
| 2024 | 12.75% | 1.32% |
| 2023 | 13.33% | 0.00% |
| 2022 | 11.86% | 0.00% |
| 2021 | 6.32% | 0.00% |
| 2020 | 10.34% | 0.00% |
| 2019 | 6.25% | 0.00% |
| 2018 | 7.98% | 0.00% |
| 2017 | 9.51% | 0.00% |
| 2016 | 10.90% | 0.00% |
| 2015 | 10.40% | 0.00% |
| 2014 | 8.98% | 0.00% |
| 2013 | 3.96% | 0.00% |
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