Performance analysis of Principal Financial Group (PFG)
Annual Return
Over the past 3 years, PFG has had an average annual return of +17.49%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PFG has had an average annual return of +12.92%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PFG has had an average annual return of +13.12%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Oct 23, 2001, PFG has had an average annual return of +9.53%, underperforming the benchmark SPY, which returned +10.15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.68% | +18.32% | +1.89% | -2.83% | +20.05% | +51.41% | -5.05% | +29.79% | -34.99% | +25.50% | +33.11% | -10.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +8.03% | +77.19% | +19.38% | -22.34% | +38.13% | +8.57% | -66.37% | +18.84% | +25.46% | +17.36% | +25.56% | +11.34% |
| 2002 | 2001 | ||||||||||
| +26.65% | +14.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.38% | +0.74% | -4.71% | +11.98% | +2.69% | -1.57% | +16.68% | ||||||
| 2025 | +6.51% | +7.99% | -4.38% | -12.11% | +5.05% | +2.98% | -2.01% | +3.44% | +3.97% | +1.36% | +0.93% | +4.95% | +18.32% |
| 2024 | +0.55% | +2.23% | +7.66% | -8.31% | +3.66% | -3.54% | +3.90% | -0.11% | +6.46% | -4.07% | +5.69% | -10.36% | +1.89% |
| 2023 | +10.28% | -3.23% | -16.29% | +0.50% | -11.50% | +15.86% | +5.31% | -2.70% | -6.47% | -6.09% | +10.08% | +6.56% | -2.83% |
| 2022 | +1.01% | -3.31% | +4.93% | -7.18% | +7.03% | -7.60% | +0.22% | +11.68% | -2.67% | +22.15% | +2.49% | -6.42% | +20.05% |
| 2021 | -0.68% | +15.97% | +5.97% | +6.52% | +2.38% | -2.46% | -1.68% | +8.55% | -3.61% | +4.18% | +3.17% | +5.47% | +51.41% |
| 2020 | -3.73% | -15.11% | -29.40% | +16.18% | +7.61% | +7.56% | +2.14% | +0.56% | -4.37% | -2.61% | +26.95% | +0.76% | -5.05% |
| 2019 | +13.36% | +5.13% | -3.65% | +13.89% | -8.84% | +12.31% | +0.21% | -8.30% | +8.49% | -6.58% | +3.22% | +0.84% | +29.79% |
| 2018 | -4.20% | -7.79% | -1.46% | -2.77% | -5.78% | -4.23% | +9.69% | -4.98% | +7.16% | -19.66% | +5.93% | -10.44% | -34.99% |
| 2017 | -1.33% | +9.55% | +1.64% | +3.20% | -3.41% | +2.58% | +4.18% | -5.63% | +2.91% | +2.35% | +7.50% | +0.37% | +25.50% |
Drawdown analysis of Principal Financial Group (PFG)
The maximum drawdown for the PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 1935 trading sessions.
The current PFG drawdown is -2.59%.
Since Oct 23, 2001 PFG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.47% | Dec 24, 2007 | 302 | Mar 9, 2009 | 1935 | Nov 10, 2016 | 2237 |
| -64.71% | Jan 26, 2018 | 541 | Mar 23, 2020 | 282 | May 5, 2021 | 823 |
| -29.31% | Nov 11, 2022 | 136 | May 31, 2023 | 344 | Oct 11, 2024 | 480 |
| -26.00% | Jun 28, 2002 | 71 | Oct 9, 2002 | 52 | Dec 23, 2002 | 123 |
| -22.42% | Oct 17, 2024 | 117 | Apr 8, 2025 | 167 | Dec 5, 2025 | 284 |
| -21.12% | Feb 9, 2022 | 106 | Jul 14, 2022 | 21 | Aug 12, 2022 | 127 |
| -17.66% | Apr 27, 2007 | 68 | Aug 3, 2007 | 40 | Oct 1, 2007 | 108 |
| -16.25% | Dec 23, 2002 | 53 | Mar 12, 2003 | 45 | May 15, 2003 | 98 |
| -13.46% | Jan 28, 2002 | 18 | Feb 22, 2002 | 28 | Apr 4, 2002 | 46 |
| -12.59% | Feb 17, 2004 | 119 | Aug 6, 2004 | 40 | Oct 4, 2004 | 159 |
| -11.96% | Feb 26, 2026 | 16 | Mar 20, 2026 | 22 | Apr 22, 2026 | 38 |
| -11.61% | Feb 7, 2005 | 50 | Apr 20, 2005 | 47 | Jun 27, 2005 | 97 |
| -11.54% | Jun 16, 2003 | 72 | Sep 26, 2003 | 46 | Dec 2, 2003 | 118 |
| -10.64% | May 17, 2021 | 43 | Jul 19, 2021 | 17 | Aug 11, 2021 | 60 |
| -10.58% | Sep 12, 2022 | 10 | Sep 26, 2022 | 16 | Oct 18, 2022 | 26 |
| -10.39% | Jul 28, 2017 | 28 | Sep 7, 2017 | 23 | Oct 10, 2017 | 51 |
| -10.27% | Nov 10, 2005 | 47 | Jan 20, 2006 | 67 | Apr 27, 2006 | 114 |
| -9.46% | Nov 28, 2007 | 4 | Dec 4, 2007 | 14 | Dec 24, 2007 | 18 |
| -8.64% | Nov 24, 2021 | 17 | Dec 20, 2021 | 10 | Jan 4, 2022 | 27 |
| -8.56% | Aug 27, 2021 | 16 | Sep 21, 2021 | 12 | Oct 7, 2021 | 28 |
| -8.22% | Feb 14, 2007 | 18 | Mar 13, 2007 | 30 | Apr 25, 2007 | 48 |
| -7.14% | Oct 12, 2007 | 5 | Oct 19, 2007 | 7 | Oct 30, 2007 | 12 |
| -7.14% | Feb 6, 2026 | 5 | Feb 13, 2026 | 8 | Feb 26, 2026 | 13 |
| -7.10% | Apr 27, 2017 | 15 | May 18, 2017 | 15 | Jun 9, 2017 | 30 |
| -6.64% | Oct 4, 2004 | 11 | Oct 19, 2004 | 7 | Oct 28, 2004 | 18 |