PFG vs. LNC

In the year-to-date period, PFG achieves a -5.34% return, which is significantly lower than LNC's -4.25% return. Over the past 10 years, PFG has outperformed LNC with an annualized return of 7.30%, while LNC has yielded a comparatively lower -3.17% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Principal Financial Group, Inc. (PFG) and Lincoln National Corporation (LNC). 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.

The current PFG Sharpe Ratio is -0.26, which is lower than the LNC Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of PFG and LNC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PFG's dividend yield for the trailing twelve months is around 4.01%, less than LNC's 6.10% yield.

The maximum PFG drawdown since its inception was -91.53%, roughly equal to the maximum LNC drawdown of -92.87%. Use the drawdown chart below to compare losses from any high point for PFG and LNC. For additional features, visit the drawdowns tool.

The current volatility for Principal Financial Group, Inc. (PFG) is 18.84%, while Lincoln National Corporation (LNC) has a volatility of 24.45%. This indicates that PFG experiences smaller price fluctuations and is considered to be less risky than LNC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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