Principal Real Estate Income Fund

Principal Real Estate Income Fundverified

PGZ

Price:

$9.98

Market Cap:

$66.81M

Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and botto...[Read more]

Industry

Asset Management - Income

IPO Date

2013-06-26

Stock Exchange

NYSE

Ticker

PGZ

The PE Ratio as of December 2024 (TTM) for Principal Real Estate Income Fund (PGZ) is 10.08

According to Principal Real Estate Income Fund’s latest financial reports and current stock price. The company's current PE Ratio is 10.08. This represents a change of -913.20% compared to the average of -1.24 of the last 4 quarters.

Principal Real Estate Income Fund (PGZ) Historical PE Ratio (quarterly & annually)

How has PGZ PE Ratio performed in the past?

The mean historical PE Ratio of Principal Real Estate Income Fund over the last ten years is 2.65. The current 10.08 PE Ratio has changed 37.98% with respect to the historical average. Over the past ten years (40 quarters), PGZ's PE Ratio was at its highest in in the October 2019 quarter at 5.34. The PE Ratio was at its lowest in in the October 2020 quarter at -21.45.

Quarterly (TTM)
Annual

Average

2.65

Median

3.17

Minimum

-4.99

Maximum

11.62

Principal Real Estate Income Fund (PGZ) PE Ratio by Quarter and Year

Discovering the peaks and valleys of Principal Real Estate Income Fund PE Ratio, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 76.24%

Maximum Annual PE Ratio = 11.62

Minimum Annual Increase = -358.19%

Minimum Annual PE Ratio = -4.99

Quarterly (TTM)
Annual
YearPE RatioChange
2023-4.9976.24%
2022-2.83-189.33%
20213.17-358.19%
2020-1.23-126.63%
20194.61-60.31%
201811.6242.15%

Principal Real Estate Income Fund (PGZ) Average PE Ratio

How has PGZ PE Ratio performed in the past?

The current PE Ratio of Principal Real Estate Income Fund (PGZ) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

-1.55

5-year avg

-0.25

10-year avg

2.65

Principal Real Estate Income Fund (PGZ) PE Ratio vs. Peers

How is PGZ’s PE Ratio compared to its peers?

Principal Real Estate Income Fund’s PE Ratio is greater than Virtus Convertible & Income 2024 Target Term Fund (0), greater than Eaton Vance National Municipal Opportunities Trust (8.29), greater than Invesco High Income 2024 Target Term Fund (8.34), less than BlackRock MuniHoldings New York Quality Fund, Inc. (23.33), greater than Nuveen California Select Tax-Free Income Portfolio (7.95), greater than Invesco Bond Fund (8.01), greater than Invesco Trust for Investment Grade New York Municipals (5.34), less than BNY Mellon Municipal Income, Inc. (17.39), greater than PIMCO New York Municipal Income Fund (7.34), less than Invesco Pennsylvania Value Municipal Income Trust (10.66), less than PIMCO New York Municipal Income Fund II (20.93), less than Eaton Vance New York Municipal Income Trust (16.56), less than PIMCO New York Municipal Income Fund III (18.08), less than BlackRock New York Municipal Income Trust (23.74), greater than Invesco California Value Municipal Income Trust (5.20), greater than GAMCO Natural Resources, Gold & Income Trust (9.67), less than Nuveen Pennsylvania Quality Municipal Income Fund (12.78), greater than Invesco Advantage Municipal Income Trust II (6.93), less than MFS Investment Grade Municipal Trust (43.13), less than Federated Hermes Premier Municipal Income Fund (23.33),

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Frequently asked questions❓

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