PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
AIG vs. PFG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


AIGPFG
YTD Return16.39%4.13%
1Y Return60.93%21.45%
3Y Return (Ann)20.28%11.82%
5Y Return (Ann)13.82%11.43%
10Y Return (Ann)6.98%9.82%
Sharpe Ratio2.780.95
Daily Std Dev20.28%21.19%
Max Drawdown-99.64%-91.53%
Current Drawdown-93.82%-9.98%

Fundamentals


AIGPFG
Market Cap$52.08B$19.03B
EPS$6.69$5.35
PE Ratio11.7315.18
PEG Ratio0.551.50
Revenue (TTM)$48.28B$14.90B
Gross Profit (TTM)$24.97B$11.03B
EBITDA (TTM)$11.06B$1.86B

Correlation

-0.50.00.51.00.6

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.

Performance

AIG vs. PFG - Performance Comparison

In the year-to-date period, AIG achieves a 16.39% return, which is significantly higher than PFG's 4.13% return. Over the past 10 years, AIG has underperformed PFG with an annualized return of 6.98%, while PFG has yielded a comparatively higher 9.82% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%200.00%400.00%600.00%December2024FebruaryMarchAprilMay
-92.37%
591.21%
AIG
PFG

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


American International Group, Inc.

Principal Financial Group, Inc.

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.


AIG
Sharpe ratio
The chart of Sharpe ratio for AIG, currently valued at 2.78, compared to the broader market-2.00-1.000.001.002.003.004.002.78
Sortino ratio
The chart of Sortino ratio for AIG, currently valued at 3.87, compared to the broader market-4.00-2.000.002.004.006.003.87
Omega ratio
The chart of Omega ratio for AIG, currently valued at 1.48, compared to the broader market0.501.001.501.48
Calmar ratio
The chart of Calmar ratio for AIG, currently valued at 0.59, compared to the broader market0.002.004.006.000.59
Martin ratio
The chart of Martin ratio for AIG, currently valued at 21.57, compared to the broader market-10.000.0010.0020.0030.0021.57
PFG
Sharpe ratio
The chart of Sharpe ratio for PFG, currently valued at 0.95, compared to the broader market-2.00-1.000.001.002.003.004.000.95
Sortino ratio
The chart of Sortino ratio for PFG, currently valued at 1.46, compared to the broader market-4.00-2.000.002.004.006.001.46
Omega ratio
The chart of Omega ratio for PFG, currently valued at 1.17, compared to the broader market0.501.001.501.17
Calmar ratio
The chart of Calmar ratio for PFG, currently valued at 0.69, compared to the broader market0.002.004.006.000.69
Martin ratio
The chart of Martin ratio for PFG, currently valued at 2.40, compared to the broader market-10.000.0010.0020.0030.002.40

AIG vs. PFG - Sharpe Ratio Comparison

The current AIG Sharpe Ratio is 2.78, which is higher than the PFG Sharpe Ratio of 0.95. The chart below compares the 12-month rolling Sharpe Ratio of AIG and PFG.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
2.78
0.95
AIG
PFG

Dividends

AIG vs. PFG - Dividend Comparison

AIG's dividend yield for the trailing twelve months is around 1.83%, less than PFG's 3.26% yield.


TTM20232022202120202019201820172016201520142013
AIG
American International Group, Inc.
1.83%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.
3.26%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%December2024FebruaryMarchAprilMay
-92.38%
-9.98%
AIG
PFG

Volatility

AIG vs. PFG - Volatility Comparison

American International Group, Inc. (AIG) and Principal Financial Group, Inc. (PFG) have volatilities of 6.09% and 5.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%December2024FebruaryMarchAprilMay
6.09%
5.83%
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