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AIG vs. PFG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AIG and PFG is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

AIG vs. PFG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American International Group, Inc. (AIG) and Principal Financial Group, Inc. (PFG). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
-4.10%
-4.68%
AIG
PFG

Key characteristics

Sharpe Ratio

AIG:

0.38

PFG:

-0.10

Sortino Ratio

AIG:

0.63

PFG:

0.00

Omega Ratio

AIG:

1.08

PFG:

1.00

Calmar Ratio

AIG:

0.08

PFG:

-0.11

Martin Ratio

AIG:

1.48

PFG:

-0.32

Ulcer Index

AIG:

5.19%

PFG:

6.38%

Daily Std Dev

AIG:

20.32%

PFG:

20.62%

Max Drawdown

AIG:

-99.64%

PFG:

-91.53%

Current Drawdown

AIG:

-94.31%

PFG:

-16.92%

Fundamentals

Market Cap

AIG:

$44.42B

PFG:

$17.74B

EPS

AIG:

$5.03

PFG:

-$0.74

PEG Ratio

AIG:

1.02

PFG:

1.50

Total Revenue (TTM)

AIG:

$21.41B

PFG:

$14.07B

Gross Profit (TTM)

AIG:

$11.54B

PFG:

$14.07B

EBITDA (TTM)

AIG:

$5.18B

PFG:

-$746.90M

Returns By Period

In the year-to-date period, AIG achieves a 7.17% return, which is significantly higher than PFG's -1.06% return. Over the past 10 years, AIG has underperformed PFG with an annualized return of 4.92%, while PFG has yielded a comparatively higher 7.45% annualized return.


AIG

YTD

7.17%

1M

-5.07%

6M

-4.01%

1Y

8.99%

5Y*

9.58%

10Y*

4.92%

PFG

YTD

-1.06%

1M

-9.94%

6M

-4.68%

1Y

-0.67%

5Y*

10.63%

10Y*

7.45%

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Risk-Adjusted Performance

AIG vs. PFG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American International Group, Inc. (AIG) and Principal Financial Group, Inc. (PFG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AIG, currently valued at 0.38, compared to the broader market-4.00-2.000.002.000.38-0.10
The chart of Sortino ratio for AIG, currently valued at 0.63, compared to the broader market-4.00-2.000.002.004.000.630.00
The chart of Omega ratio for AIG, currently valued at 1.08, compared to the broader market0.501.001.502.001.081.00
The chart of Calmar ratio for AIG, currently valued at 0.08, compared to the broader market0.002.004.006.000.08-0.11
The chart of Martin ratio for AIG, currently valued at 1.48, compared to the broader market0.0010.0020.001.48-0.32
AIG
PFG

The current AIG Sharpe Ratio is 0.38, which is higher than the PFG Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of AIG and PFG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.38
-0.10
AIG
PFG

Dividends

AIG vs. PFG - Dividend Comparison

AIG's dividend yield for the trailing twelve months is around 2.19%, less than PFG's 3.79% yield.


TTM20232022202120202019201820172016201520142013
AIG
American International Group, Inc.
2.19%2.07%2.02%2.25%3.38%2.49%3.25%2.15%1.96%1.31%0.89%0.39%
PFG
Principal Financial Group, Inc.
3.79%3.30%3.05%3.37%4.52%3.96%4.75%2.65%2.78%3.33%2.46%1.99%

Drawdowns

AIG vs. PFG - Drawdown Comparison

The maximum AIG drawdown since its inception was -99.64%, which is greater than PFG's maximum drawdown of -91.53%. Use the drawdown chart below to compare losses from any high point for AIG and PFG. For additional features, visit the drawdowns tool.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-92.98%
-16.92%
AIG
PFG

Volatility

AIG vs. PFG - Volatility Comparison

The current volatility for American International Group, Inc. (AIG) is 5.19%, while Principal Financial Group, Inc. (PFG) has a volatility of 5.56%. This indicates that AIG experiences smaller price fluctuations and is considered to be less risky than PFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.19%
5.56%
AIG
PFG

Financials

AIG vs. PFG - Financials Comparison

This section allows you to compare key financial metrics between American International Group, Inc. and Principal Financial Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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