Principal Financial Group, Inc. (PFG)

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The chart shows the growth of an initial investment of $10,000 in Principal Financial Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Principal Financial Group, Inc. (PFG) has returned 3.07% so far this year and 10.93% over the past 12 months. Over the last decade, PFG has posted an annualized return of 12.60%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Oct 23, 2001, PFG's average daily return is +0.07%, while the average monthly return is +1.36%. At this rate, your investment would double in approximately 4.3 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +99.8%, while the worst month was Oct 2008 at -56.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, PFG closed higher 52% of trading days. The best single day was Dec 5, 2008 with a return of +40.8%, while the worst single day was Feb 10, 2009 at -29.6%.

Principal Financial Group, Inc. has an annualized alpha of 3.30%, beta of 1.58, and R² of 0.50 versus S&P 500 Index. Calculated based on daily prices since October 24, 2001.

• This stock captured 156.49% of S&P 500 Index gains and 138.45% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.50 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

PFG ranks 53 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and compare them to a chosen benchmark (S&P 500 Index).

Principal Financial Group, Inc. provided a 3.47% dividend yield over the last twelve months, with an annual payout of $3.13 per share. The company has been increasing its dividends for 17 consecutive years.

The table displays the monthly dividend distributions for Principal Financial Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Principal Financial Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Principal Financial Group, Inc. was 91.50%, occurring on Mar 9, 2009. Recovery took 1935 trading sessions.

The current Principal Financial Group, Inc. drawdown is 6.75%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Principal Financial Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Principal Financial Group, Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.