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

Correlation

The correlation between PFG and AIG 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

PFG vs. AIG - Performance Comparison

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

-15.00%-10.00%-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember2025
-6.84%
-5.99%
PFG
AIG

Key characteristics

Sharpe Ratio

PFG:

0.25

AIG:

0.51

Sortino Ratio

PFG:

0.47

AIG:

0.81

Omega Ratio

PFG:

1.06

AIG:

1.10

Calmar Ratio

PFG:

0.29

AIG:

0.11

Martin Ratio

PFG:

0.73

AIG:

1.88

Ulcer Index

PFG:

7.26%

AIG:

5.61%

Daily Std Dev

PFG:

20.89%

AIG:

20.56%

Max Drawdown

PFG:

-91.53%

AIG:

-99.64%

Current Drawdown

PFG:

-11.51%

AIG:

-94.16%

Fundamentals

Market Cap

PFG:

$18.32B

AIG:

$45.58B

EPS

PFG:

-$0.74

AIG:

$5.03

PEG Ratio

PFG:

1.50

AIG:

1.04

Total Revenue (TTM)

PFG:

$11.38B

AIG:

$11.44B

Gross Profit (TTM)

PFG:

$11.38B

AIG:

$6.47B

EBITDA (TTM)

PFG:

$349.30M

AIG:

$5.29B

Returns By Period

In the year-to-date period, PFG achieves a 3.45% return, which is significantly higher than AIG's 0.37% return. Over the past 10 years, PFG has outperformed AIG with an annualized return of 9.17%, while AIG has yielded a comparatively lower 6.20% annualized return.


PFG

YTD

3.45%

1M

1.79%

6M

-6.84%

1Y

6.10%

5Y*

11.25%

10Y*

9.17%

AIG

YTD

0.37%

1M

1.36%

6M

-5.98%

1Y

11.03%

5Y*

9.63%

10Y*

6.20%

*Annualized

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Risk-Adjusted Performance

PFG vs. AIG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFG
The Risk-Adjusted Performance Rank of PFG is 5454
Overall Rank
The Sharpe Ratio Rank of PFG is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of PFG is 4747
Sortino Ratio Rank
The Omega Ratio Rank of PFG is 4747
Omega Ratio Rank
The Calmar Ratio Rank of PFG is 6262
Calmar Ratio Rank
The Martin Ratio Rank of PFG is 5656
Martin Ratio Rank

AIG
The Risk-Adjusted Performance Rank of AIG is 6161
Overall Rank
The Sharpe Ratio Rank of AIG is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of AIG is 5757
Sortino Ratio Rank
The Omega Ratio Rank of AIG is 5757
Omega Ratio Rank
The Calmar Ratio Rank of AIG is 5454
Calmar Ratio Rank
The Martin Ratio Rank of AIG is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PFG vs. AIG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and American International Group, Inc. (AIG). 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 PFG, currently valued at 0.25, compared to the broader market-2.000.002.000.250.51
The chart of Sortino ratio for PFG, currently valued at 0.47, compared to the broader market-4.00-2.000.002.004.000.470.81
The chart of Omega ratio for PFG, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.10
The chart of Calmar ratio for PFG, currently valued at 0.29, compared to the broader market0.002.004.006.000.290.11
The chart of Martin ratio for PFG, currently valued at 0.73, compared to the broader market-30.00-20.00-10.000.0010.0020.000.731.88
PFG
AIG

The current PFG Sharpe Ratio is 0.25, which is lower than the AIG Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of PFG and AIG, 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 Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
0.25
0.51
PFG
AIG

Dividends

PFG vs. AIG - Dividend Comparison

PFG's dividend yield for the trailing twelve months is around 3.56%, more than AIG's 2.13% yield.


TTM20242023202220212020201920182017201620152014
PFG
Principal Financial Group, Inc.
3.56%3.68%3.30%3.05%3.37%4.52%3.96%4.75%2.65%2.78%3.33%2.46%
AIG
American International Group, Inc.
2.13%2.14%2.07%2.02%2.25%3.38%2.49%3.25%2.15%1.96%1.31%0.89%

Drawdowns

PFG vs. AIG - Drawdown Comparison

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


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-11.51%
-92.79%
PFG
AIG

Volatility

PFG vs. AIG - Volatility Comparison

Principal Financial Group, Inc. (PFG) has a higher volatility of 6.42% compared to American International Group, Inc. (AIG) at 5.14%. This indicates that PFG's price experiences larger fluctuations and is considered to be riskier than AIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
6.42%
5.14%
PFG
AIG

Financials

PFG vs. AIG - Financials Comparison

This section allows you to compare key financial metrics between Principal Financial Group, Inc. and American International 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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