GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Principal Real Estate Income Fund (NYSE:PGZ) » Definitions » 5-Year Yield-on-Cost %

Principal Real Estateome Fund (Principal Real Estateome Fund) 5-Year Yield-on-Cost % : 11.51 (As of May. 30, 2024)


View and export this data going back to . Start your Free Trial

What is Principal Real Estateome Fund 5-Year Yield-on-Cost %?

Principal Real Estateome Fund's yield on cost for the quarter that ended in Oct. 2023 was 11.51.


The historical rank and industry rank for Principal Real Estateome Fund's 5-Year Yield-on-Cost % or its related term are showing as below:

PGZ' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.45   Med: 8.59   Max: 12.79
Current: 11.51


During the past 7 years, Principal Real Estateome Fund's highest Yield on Cost was 12.79. The lowest was 5.45. And the median was 8.59.


PGZ's 5-Year Yield-on-Cost % is ranked better than
83.61% of 1214 companies
in the Asset Management industry
Industry Median: 5.89 vs PGZ: 11.51

Competitive Comparison of Principal Real Estateome Fund's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Principal Real Estateome Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Principal Real Estateome Fund's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Principal Real Estateome Fund's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Principal Real Estateome Fund's 5-Year Yield-on-Cost % falls into.



Principal Real Estateome Fund 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Principal Real Estateome Fund is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

Principal Real Estateome Fund  (NYSE:PGZ) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Principal Real Estateome Fund 5-Year Yield-on-Cost % Related Terms

Thank you for viewing the detailed overview of Principal Real Estateome Fund's 5-Year Yield-on-Cost % provided by GuruFocus.com. Please click on the following links to see related term pages.


Principal Real Estateome Fund (Principal Real Estateome Fund) Business Description

Traded in Other Exchanges
N/A
Address
1290 Broadway, Suite 1000, Denver, CO, USA, 80203
Principal Real Estate Income Fund is a non-diversified, closed-end management investment company. Its investment objective is to provide high current income with capital appreciation by investing in commercial real estate-related securities.
Executives
Laton Spahr other: President of the Adviser 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Adams Nicholas other: Secretary 1055 BROADWAY, 3RD FL, KANSAS CITY MT 64105
Erich Rettinger officer: Treasurer 1290 BROADWAY SUITE 1100, DENVER CO 80203
Brendan Hamill officer: Secretary 1290 BROADWAY, SUITE 1000, DENVER CO 80203
Robert Douglas Mcclure officer: Treasurer 1290 BROADWAY, SUITE 1000, DENVER CO 80203
Matthew Sutula other: Interim CCO 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Jill Kerschen officer: Treasurer 1700 BROADWAY, SUITE 1850, DENVER CO 80290
Jennifer Craig officer: Assistant Secretary 1290 BROADWAY SUITE 1100, DENVER CO 80203
Michael Sleightholme other: Officer of Investment Advisor 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Ernest J Scalberg other: Trustee C/O PRINCIPAL REAL ESTATE INCOME FUND, 1290 BROADWAY SUITE 1100, DENVER CO 80203
Kathryn Burns officer: Treasurer 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Ss&c Technologies Holdings Inc other: Affiliate of Inv Adviser 80 LAMBERTON RD, WINDSOR CT 06095
Richard Craig Noyes other: Officer of Investment Advisor 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Sharon R Akselrod other: Assistant Secretary 1290 BROADWAY, SUITE 1100, DENVER CO 80203
Marc Peterson other: Subadvisor Portfolio Manager 6253 PLEASANT ST, WEST DES MOINES IA 50266