PGZ vs ILS
Comparison between Principal Real Estate Income Fund (PGZ, ETF) and BROOKMONT CATASTROPHIC BOND ETF (ILS, ETF).
PGZ vs ILS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PGZ
$75M
Winner
ILS
$75M
Expense Ratio
PGZ
N/A
ILS
1.58%
Max Drawdown
PGZ
61.11%
Winner
ILS
3.18%
Sharpe Ratio
PGZ
0.34
Winner
ILS
1.39
5Y Beta
PGZ
0.31
Winner
ILS
-0.01
5Y Dividends CAGR
PGZ
2.23%
ILS
N/A
PGZ vs ILS - Historical Returns
Returns include dividend reinvestment.
1M
PGZ
-0.54%
Winner
ILS
+0.40%
3M
PGZ
-0.27%
Winner
ILS
+0.92%
6M
Winner
PGZ
+4.19%
ILS
+2.29%
1Y
PGZ
+6.55%
Winner
ILS
+7.58%
5Y(CAGR)
PGZ
+1.91%
ILS
N/A
10Y(CAGR)
PGZ
+3.87%
ILS
N/A
Max(CAGR)
PGZ
+4.31%
Winner
ILS
+6.38%
PGZ vs ILS - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | PGZ | ILS |
|---|---|---|
| 2026 | +4.21% | +1.80% |
| 2025 | +14.11% | +5.60% |
| 2024 | +17.42% | N/A |
| 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 ILS 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 ILS was -1.56%, occurring on Jun 2, 2025. Recovery took 39 trading sessions.
The current PGZ drawdown is -11.18%.
| Rank | PGZ | ILS |
|---|---|---|
| #1 | -53.48% Feb 18, 2020 - Oct 30, 2020 | -1.56% May 30, 2025 - Jul 28, 2025 |
| #2 | -22.12% Jun 12, 2015 - Jun 10, 2016 | -0.91% Apr 3, 2025 - May 30, 2025 |
| #3 | -15.75% Aug 24, 2018 - Mar 14, 2019 | -0.55% May 13, 2026 - Jun 1, 2026 |
| #4 | -15.70% Jul 24, 2013 - Apr 28, 2014 | -0.53% Jan 2, 2026 - Jan 6, 2026 |
| #5 | -12.40% Sep 7, 2016 - Mar 31, 2017 | -0.44% Sep 17, 2025 - Sep 23, 2025 |
| #6 | -11.76% Sep 12, 2017 - Jul 3, 2018 | -0.40% Sep 30, 2025 - Oct 14, 2025 |
| #7 | -5.22% Sep 8, 2014 - Nov 3, 2014 | -0.36% Aug 18, 2025 - Aug 22, 2025 |
| #8 | -4.50% Jun 14, 2017 - Jul 17, 2017 | -0.35% Apr 20, 2026 - Apr 29, 2026 |
| #9 | -4.46% Aug 7, 2019 - Aug 20, 2019 | -0.32% Oct 23, 2025 - Oct 29, 2025 |
| #10 | -4.22% Jul 17, 2017 - Sep 6, 2017 | -0.30% Nov 17, 2025 - Dec 15, 2025 |
| #11 | -4.20% Aug 23, 2019 - Sep 25, 2019 | -0.30% Feb 2, 2026 - Feb 13, 2026 |
| #12 | -3.74% Oct 31, 2019 - Nov 29, 2019 | -0.30% Mar 3, 2026 - Mar 31, 2026 |
| #13 | -3.66% Dec 17, 2019 - Jan 15, 2020 | -0.28% Jan 7, 2026 - Jan 26, 2026 |
| #14 | -3.66% Jun 12, 2014 - Jul 14, 2014 | -0.27% Oct 20, 2025 - Oct 23, 2025 |
| #15 | -3.61% Jun 17, 2016 - Sep 6, 2016 | -0.27% Oct 29, 2025 - Nov 5, 2025 |
Correlation
Correlation between PGZ and ILS is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2013 - 2026)
PGZ vs ILS dividend yield comparison.
| Year | PGZ | ILS |
|---|---|---|
| 2026 | 5.30% | 2.02% |
| 2025 | 12.59% | 6.06% |
| 2024 | 12.75% | 0.00% |
| 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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