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

Key characteristics


PFGAIG
YTD Return8.70%17.01%
1Y Return30.62%54.27%
3Y Return (Ann)12.19%17.72%
5Y Return (Ann)13.56%11.57%
10Y Return (Ann)10.31%6.63%
Sharpe Ratio1.342.88
Daily Std Dev20.71%18.60%
Max Drawdown-91.53%-99.64%
Current Drawdown-6.03%-93.79%

Fundamentals


PFGAIG
Market Cap$19.68B$53.17B
EPS$5.35$6.69
PE Ratio15.6911.97
PEG Ratio1.500.55
Revenue (TTM)$14.90B$48.37B
Gross Profit (TTM)$11.03B$24.97B
EBITDA (TTM)$1.86B$11.05B

Correlation

-0.50.00.51.00.6

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.

Performance

PFG vs. AIG - Performance Comparison

In the year-to-date period, PFG achieves a 8.70% return, which is significantly lower than AIG's 17.01% return. Over the past 10 years, PFG has outperformed AIG with an annualized return of 10.31%, while AIG has yielded a comparatively lower 6.63% 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
621.59%
-92.33%
PFG
AIG

Compare stocks, funds, or ETFs

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


Principal Financial Group, Inc.

American International Group, Inc.

Risk-Adjusted Performance

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.


PFG
Sharpe ratio
The chart of Sharpe ratio for PFG, currently valued at 1.34, compared to the broader market-2.00-1.000.001.002.003.004.001.34
Sortino ratio
The chart of Sortino ratio for PFG, currently valued at 1.94, compared to the broader market-4.00-2.000.002.004.006.001.94
Omega ratio
The chart of Omega ratio for PFG, currently valued at 1.24, compared to the broader market0.501.001.502.001.24
Calmar ratio
The chart of Calmar ratio for PFG, currently valued at 0.95, compared to the broader market0.002.004.006.000.95
Martin ratio
The chart of Martin ratio for PFG, currently valued at 3.33, compared to the broader market-10.000.0010.0020.0030.003.33
AIG
Sharpe ratio
The chart of Sharpe ratio for AIG, currently valued at 2.88, compared to the broader market-2.00-1.000.001.002.003.004.002.88
Sortino ratio
The chart of Sortino ratio for AIG, currently valued at 3.81, compared to the broader market-4.00-2.000.002.004.006.003.81
Omega ratio
The chart of Omega ratio for AIG, currently valued at 1.48, compared to the broader market0.501.001.502.001.48
Calmar ratio
The chart of Calmar ratio for AIG, currently valued at 0.56, compared to the broader market0.002.004.006.000.56
Martin ratio
The chart of Martin ratio for AIG, currently valued at 20.66, compared to the broader market-10.000.0010.0020.0030.0020.66

PFG vs. AIG - Sharpe Ratio Comparison

The current PFG Sharpe Ratio is 1.34, which is lower than the AIG Sharpe Ratio of 2.88. The chart below compares the 12-month rolling Sharpe Ratio of PFG and AIG.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
1.34
2.88
PFG
AIG

Dividends

PFG vs. AIG - Dividend Comparison

PFG's dividend yield for the trailing twelve months is around 3.13%, more than AIG's 1.83% yield.


TTM20232022202120202019201820172016201520142013
PFG
Principal Financial Group, Inc.
3.13%3.30%3.05%3.37%4.52%3.96%4.75%2.65%2.78%3.33%2.46%1.99%
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%

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%December2024FebruaryMarchAprilMay
-6.03%
-92.34%
PFG
AIG

Volatility

PFG vs. AIG - Volatility Comparison

Principal Financial Group, Inc. (PFG) and American International Group, Inc. (AIG) have volatilities of 4.90% and 5.05%, 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
4.90%
5.05%
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