PGZ vs JPY
Comparison between Principal Real Estate Income Fund (PGZ, ETF) and LAZARD JAPANESE EQUITY ETF (JPY, ETF).
PGZ vs JPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PGZ
$75M
JPY
$75M
Expense Ratio
PGZ
N/A
JPY
0.60%
Max Drawdown
PGZ
61.11%
Winner
JPY
15.13%
Sharpe Ratio
PGZ
0.34
Winner
JPY
1.26
5Y Beta
Winner
PGZ
0.31
JPY
0.86
5Y Dividends CAGR
PGZ
2.23%
JPY
N/A
PGZ vs JPY - Historical Returns
Returns include dividend reinvestment.
1M
PGZ
-0.54%
Winner
JPY
+3.99%
3M
PGZ
-0.27%
Winner
JPY
+8.98%
6M
PGZ
+4.19%
Winner
JPY
+13.83%
1Y
PGZ
+6.55%
Winner
JPY
+31.62%
5Y(CAGR)
PGZ
+1.91%
JPY
N/A
10Y(CAGR)
PGZ
+3.87%
JPY
N/A
Max(CAGR)
PGZ
+4.31%
Winner
JPY
+49.43%
PGZ vs JPY - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | PGZ | JPY |
|---|---|---|
| 2026 | +4.21% | +13.22% |
| 2025 | +14.11% | +39.85% |
| 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 JPY 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 JPY was -15.13%, occurring on Mar 20, 2026. Recovery took 74 trading sessions.
The current PGZ drawdown is -11.18%. The current JPY drawdown is -2.71%.
| Rank | PGZ | JPY |
|---|---|---|
| #1 | -53.48% Feb 18, 2020 - Oct 30, 2020 | -15.13% Feb 11, 2026 - May 29, 2026 |
| #2 | -22.12% Jun 12, 2015 - Jun 10, 2016 | -6.35% Oct 6, 2025 - Oct 28, 2025 |
| #3 | -15.75% Aug 24, 2018 - Mar 14, 2019 | -5.93% Oct 28, 2025 - Dec 15, 2025 |
| #4 | -15.70% Jul 24, 2013 - Apr 28, 2014 | -4.47% Jul 24, 2025 - Aug 8, 2025 |
| #5 | -12.40% Sep 7, 2016 - Mar 31, 2017 | -3.86% Jun 27, 2025 - Jul 23, 2025 |
| #6 | -11.76% Sep 12, 2017 - Jul 3, 2018 | -3.73% Apr 9, 2025 - Apr 14, 2025 |
| #7 | -5.22% Sep 8, 2014 - Nov 3, 2014 | -3.49% Jun 2, 2025 - Jun 27, 2025 |
| #8 | -4.50% Jun 14, 2017 - Jul 17, 2017 | -2.91% Aug 15, 2025 - Sep 8, 2025 |
| #9 | -4.46% Aug 7, 2019 - Aug 20, 2019 | -2.71% Jun 4, 2026 - Jun 5, 2026 |
| #10 | -4.22% Jul 17, 2017 - Sep 6, 2017 | -2.41% Jan 15, 2026 - Feb 3, 2026 |
| #11 | -4.20% Aug 23, 2019 - Sep 25, 2019 | -2.39% Dec 15, 2025 - Jan 5, 2026 |
| #12 | -3.74% Oct 31, 2019 - Nov 29, 2019 | -1.81% May 27, 2025 - Jun 2, 2025 |
| #13 | -3.66% Dec 17, 2019 - Jan 15, 2020 | -1.60% May 12, 2025 - May 20, 2025 |
| #14 | -3.66% Jun 12, 2014 - Jul 14, 2014 | -1.52% Apr 29, 2025 - May 12, 2025 |
| #15 | -3.61% Jun 17, 2016 - Sep 6, 2016 | -1.50% Sep 22, 2025 - Oct 3, 2025 |
Correlation
Correlation between PGZ and JPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2013 - 2026)
PGZ vs JPY dividend yield comparison.
| Year | PGZ | JPY |
|---|---|---|
| 2026 | 5.30% | 0.00% |
| 2025 | 12.59% | 2.38% |
| 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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