PGZ vs NBFC
Comparison between Principal Real Estate Income Fund (PGZ, ETF) and NEUBERGER BERMAN FLEXIBLE CREDIT INCOME ETF (NBFC, ETF).
PGZ vs NBFC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PGZ
$75M
NBFC
$75M
Expense Ratio
PGZ
N/A
NBFC
0.40%
Max Drawdown
PGZ
61.11%
Winner
NBFC
5.73%
Sharpe Ratio
PGZ
0.51
Winner
NBFC
1.22
5Y Beta
PGZ
0.31
Winner
NBFC
0.14
5Y Dividends CAGR
PGZ
2.23%
NBFC
N/A
PGZ vs NBFC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PGZ
+2.04%
NBFC
+0.61%
3M
Winner
PGZ
+4.99%
NBFC
+2.02%
6M
Winner
PGZ
+7.52%
NBFC
+2.17%
1Y
Winner
PGZ
+8.38%
NBFC
+7.70%
5Y(CAGR)
PGZ
+2.15%
NBFC
N/A
10Y(CAGR)
PGZ
+4.07%
NBFC
N/A
Max(CAGR)
PGZ
+4.51%
Winner
NBFC
+8.11%
PGZ vs NBFC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | PGZ | NBFC |
|---|---|---|
| 2026 | +6.81% | +1.59% |
| 2025 | +14.11% | +9.53% |
| 2024 | +17.42% | +4.59% |
| 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 NBFC 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 NBFC was -3.99%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The current PGZ drawdown is -8.97%.
| Rank | PGZ | NBFC |
|---|---|---|
| #1 | -53.48% Feb 18, 2020 - Oct 30, 2020 | -3.99% Feb 28, 2025 - May 29, 2025 |
| #2 | -22.12% Jun 12, 2015 - Jun 10, 2016 | -2.76% Feb 20, 2026 - Apr 14, 2026 |
| #3 | -15.75% Aug 24, 2018 - Mar 14, 2019 | -1.34% Dec 6, 2024 - Jan 27, 2025 |
| #4 | -15.70% Jul 24, 2013 - Apr 28, 2014 | -1.17% Oct 27, 2025 - Dec 18, 2025 |
| #5 | -12.40% Sep 7, 2016 - Mar 31, 2017 | -1.10% Apr 17, 2026 - May 28, 2026 |
| #6 | -11.76% Sep 12, 2017 - Jul 3, 2018 | -0.86% Oct 1, 2024 - Nov 8, 2024 |
| #7 | -5.22% Sep 8, 2014 - Nov 3, 2014 | -0.77% Oct 2, 2025 - Oct 20, 2025 |
| #8 | -4.50% Jun 14, 2017 - Jul 17, 2017 | -0.56% Jun 25, 2024 - Jul 5, 2024 |
| #9 | -4.46% Aug 7, 2019 - Aug 20, 2019 | -0.53% Feb 6, 2025 - Feb 14, 2025 |
| #10 | -4.22% Jul 17, 2017 - Sep 6, 2017 | -0.49% Jun 2, 2026 - Jun 12, 2026 |
| #11 | -4.20% Aug 23, 2019 - Sep 25, 2019 | -0.49% Aug 2, 2024 - Aug 13, 2024 |
| #12 | -3.74% Oct 31, 2019 - Nov 29, 2019 | -0.46% Nov 8, 2024 - Nov 25, 2024 |
| #13 | -3.66% Dec 17, 2019 - Jan 15, 2020 | -0.44% Jul 3, 2025 - Jul 17, 2025 |
| #14 | -3.66% Jun 12, 2014 - Jul 14, 2014 | -0.44% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -3.61% Jun 17, 2016 - Sep 6, 2016 | -0.29% Feb 14, 2025 - Feb 25, 2025 |
Correlation
Correlation between PGZ and NBFC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2013 - 2026)
PGZ vs NBFC dividend yield comparison.
| Year | PGZ | NBFC |
|---|---|---|
| 2026 | 5.17% | 2.55% |
| 2025 | 12.59% | 7.71% |
| 2024 | 12.75% | 3.95% |
| 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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