PGZ vs DIG
Comparison between Principal Real Estate Income Fund (PGZ, ETF) and PROSHARES ULTRA ENERGY (DIG, ETF).
5-Year PerformanceDIG has outperformed PGZ, delivering a return of +27.3% compared to +2.2%
PGZ vs DIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PGZ vs DIG - Historical Returns
Returns include dividend reinvestment.
PGZ vs DIG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PGZ | DIG |
|---|---|---|
| 2026 | +6.81% | +53.10% |
| 2025 | +14.11% | +0.55% |
| 2024 | +17.42% | -1.38% |
| 2023 | +2.50% | -5.81% |
| 2022 | -28.14% | +112.77% |
| 2021 | +39.70% | +114.34% |
| 2020 | -36.20% | -70.87% |
| 2019 | +40.88% | +8.10% |
| 2018 | +3.84% | -42.08% |
| 2017 | +17.19% | -9.44% |
| 2016 | +6.97% | +48.01% |
| 2015 | -2.54% | -44.45% |
| 2014 | +18.84% | -19.74% |
| 2013 | -11.41% | +46.44% |
| 2012 | N/A | -0.95% |
| 2011 | N/A | -5.49% |
| 2010 | N/A | +26.10% |
| 2009 | N/A | +10.39% |
| 2008 | N/A | -72.79% |
| 2007 | N/A | +66.35% |
PGZ vs DIG 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 DIG was -97.04%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current PGZ drawdown is -8.97%. The current DIG drawdown is -53.40%.
| Rank | PGZ | DIG |
|---|---|---|
| #1 | -53.48% Feb 18, 2020 - Oct 30, 2020 | -97.04% May 20, 2008 - Mar 23, 2020 |
| #2 | -22.12% Jun 12, 2015 - Jun 10, 2016 | -30.73% Jan 3, 2008 - Apr 17, 2008 |
| #3 | -15.75% Aug 24, 2018 - Mar 14, 2019 | -24.48% Jul 19, 2007 - Sep 20, 2007 |
| #4 | -15.70% Jul 24, 2013 - Apr 28, 2014 | -19.20% Oct 18, 2007 - Dec 26, 2007 |
| #5 | -12.40% Sep 7, 2016 - Mar 31, 2017 | -12.38% Feb 26, 2007 - Mar 22, 2007 |
| #6 | -11.76% Sep 12, 2017 - Jul 3, 2018 | -10.12% Apr 22, 2008 - May 13, 2008 |
| #7 | -5.22% Sep 8, 2014 - Nov 3, 2014 | -8.95% Jun 18, 2007 - Jul 6, 2007 |
| #8 | -4.50% Jun 14, 2017 - Jul 17, 2017 | -6.83% Jun 4, 2007 - Jun 14, 2007 |
| #9 | -4.46% Aug 7, 2019 - Aug 20, 2019 | -4.71% May 21, 2007 - May 30, 2007 |
| #10 | -4.22% Jul 17, 2017 - Sep 6, 2017 | -4.31% Oct 1, 2007 - Oct 10, 2007 |
| #11 | -4.20% Aug 23, 2019 - Sep 25, 2019 | -4.22% Apr 16, 2007 - Apr 25, 2007 |
| #12 | -3.74% Oct 31, 2019 - Nov 29, 2019 | -4.16% Jul 13, 2007 - Jul 19, 2007 |
| #13 | -3.66% Dec 17, 2019 - Jan 15, 2020 | -4.10% Feb 7, 2007 - Feb 23, 2007 |
| #14 | -3.66% Jun 12, 2014 - Jul 14, 2014 | -3.65% May 8, 2007 - May 11, 2007 |
| #15 | -3.61% Jun 17, 2016 - Sep 6, 2016 | -3.40% Sep 21, 2007 - Oct 1, 2007 |
Correlation
Correlation between PGZ and DIG is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2007 - 2026)
PGZ vs DIG dividend yield comparison.
| Year | PGZ | DIG |
|---|---|---|
| 2026 | 5.17% | 0.36% |
| 2025 | 12.59% | 2.62% |
| 2024 | 12.75% | 3.13% |
| 2023 | 13.33% | 0.61% |
| 2022 | 11.86% | 1.33% |
| 2021 | 6.32% | 2.24% |
| 2020 | 10.34% | 3.18% |
| 2019 | 6.25% | 2.72% |
| 2018 | 7.98% | 2.30% |
| 2017 | 9.51% | 1.76% |
| 2016 | 10.90% | 1.09% |
| 2015 | 10.40% | 1.56% |
| 2014 | 8.98% | 0.87% |
| 2013 | 3.96% | 0.43% |
| 2012 | 0.00% | 0.22% |
| 2011 | 0.00% | 0.15% |
| 2010 | 0.00% | 0.51% |
| 2009 | 0.00% | 0.66% |
| 2008 | 0.00% | 14.87% |
| 2007 | 0.00% | 7.46% |
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