Principal Real Estate Income Fund (PGZ) Total Return Calculator
$10,000 since Jun 2013, with and without reinvesting · data through Oct 2026
$10,000 invested in Principal Real Estate Income Fund (PGZ) ten years ago, at the end of Oct 2016, was worth $14,260 at the end of Oct 2026 with every dividend reinvested: 3.6% a year, against $41,633 in the S&P 500. Since Jun 2013, $10,000 became $16,121 reinvested (3.6% a year), or $13,582 taking the dividends as cash, $9,197 of it paid out along the way.
PGZ became
$16,121
S&P 500: $58,893
Return a year
3.6%
S&P 500: 14.2%
Payouts reinvested
$17,228
bought more shares
Worst drop
-51.7%
S&P 500: -23.9%
$10,000, Jun 2013 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PGZ total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.7% | $1,797 | +11.7% |
| 2025 | +14.5% | $1,975 | +17.7% |
| 2024 | +18.0% | $1,726 | +24.9% |
| 2023 | +4.1% | $1,531 | +26.2% |
| 2022 | −28.0% | $1,301 | −18.2% |
| 2021 | +38.6% | $1,002 | +28.7% |
| 2020 | −36.5% | $1,086 | +18.3% |
| 2019 | +36.8% | $1,140 | +31.2% |
| 2018 | +3.9% | $1,048 | −4.6% |
| 2017 | +18.3% | $1,201 | +21.7% |
| 2016 | +6.2% | $1,152 | +12.0% |
| 2015 | −1.7% | $1,025 | +1.2% |
| 2014 | +19.5% | $902 | +13.5% |
| 2013 (part) | −11.4% | $342 | +16.3% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PGZ total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Principal Real Estate Income Fund (PGZ) at the end of Jun 2013, with dividends reinvested, was worth $16,121 at the end of Oct 2026: 3.6% a year, against $58,893 (14.2% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PGZ turned $10,000 into $14,260 with dividends reinvested, 3.6% a year.
- Over the 5 years to Oct 2026, PGZ returned 0.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking PGZ's dividends as cash instead of reinvesting them, the same $10,000 ended at $13,582, including $9,197 of cash received; reinvesting added $2,539.
- PGZ's best calendar year in that time was 2021 (38.6%) and its worst 2020 (-36.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Principal Real Estate Income Fund (PGZ) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PGZ/total-return
PGZ total return questions
If I invested $10,000 in PGZ 10 years ago, how much would I have?
About $14,260 at the end of Oct 2026, with every dividend reinvested: 3.6% a year. Taking them as cash, you'd have shares worth $5,277 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PGZ's total return since Jun 2013?
61% in total, or 3.6% a year, through Oct 2026 with dividends reinvested. The share price alone fell 56%.
How much of PGZ's return came from dividends?
About 100% of its yearly return since Jun 2013. Reinvesting them, rather than taking cash, left you $2,539 better off on a $10,000 start.
What was PGZ's worst year?
2020, at -36.5% with dividends reinvested (S&P 500: 18.3%). Its deepest fall from a peak, on month-end values, was -51.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.