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Principal Financial Group, Inc.

PFG
Equity · Currency in USD
Sector
Financial Services
Industry
Insurance—Diversified
ISIN
US74251V1026
CUSIP
74251V102

PFGPrice Chart


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S&P 500

PFGPerformance

The chart shows the growth of $10,000 invested in Principal Financial Group, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $38,036 for a total return of roughly 280.36%. All prices are adjusted for splits and dividends.


PFG (Principal Financial Group, Inc.)
Benchmark (S&P 500)

PFGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.46%
6M9.59%
YTD35.12%
1Y62.93%
5Y10.34%
10Y14.31%

PFGMonthly Returns Heatmap


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PFGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Principal Financial Group, Inc. Sharpe ratio is 1.90. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


PFG (Principal Financial Group, Inc.)
Benchmark (S&P 500)

PFGDividends

Principal Financial Group, Inc. granted a 3.62% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $2.36 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.36$2.24$2.18$2.10$1.87$1.61$1.50$1.28$0.98$0.78$0.70$0.55

Dividend yield

3.62%4.52%3.96%4.75%2.65%2.78%3.33%2.46%1.99%2.73%2.85%1.69%

PFGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


PFG (Principal Financial Group, Inc.)
Benchmark (S&P 500)

PFGWorst Drawdowns

The table below shows the maximum drawdowns of the Principal Financial Group, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Principal Financial Group, Inc. is 64.73%, recorded on Mar 23, 2020. It took 282 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.73%Jan 29, 2018541Mar 23, 2020282May 5, 2021823
-39.86%Aug 17, 2015124Feb 11, 2016189Nov 9, 2016313
-38.83%Feb 22, 2011156Oct 3, 2011357Mar 7, 2013513
-30.54%Apr 26, 201085Aug 24, 201074Dec 8, 2010159
-17.18%Dec 2, 201343Feb 3, 201494Jun 18, 2014137
-16.83%Jan 12, 201020Feb 9, 201023Mar 15, 201043
-13.51%Sep 19, 201492Jan 30, 2015121Jul 24, 2015213
-10.65%May 18, 202143Jul 19, 202117Aug 11, 202160
-10.39%Jul 31, 201728Sep 7, 201723Oct 10, 201751
-9.48%Aug 2, 201318Aug 27, 201335Oct 16, 201353

PFGVolatility Chart

Current Principal Financial Group, Inc. volatility is 16.92%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


PFG (Principal Financial Group, Inc.)
Benchmark (S&P 500)

Portfolios with Principal Financial Group, Inc.


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