(PFG) Principal Financial - Performance -4.2% in 12m
Compare PFG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.31%
#11 in Group
Rel. Strength
43.91%
#4345 in Universe
Total Return 12m
-4.22%
#28 in Group
Total Return 5y
239.20%
#7 in Group
P/E 12.8
56th Percentile in Group
P/E Forward 10.0
44th Percentile in Group
PEG 1.50
79th Percentile in Group
FCF Yield -68.71%
93th Percentile in Group
12m Total Return: PFG (-4.2%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Life & Health Insurance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| MFC TO Manulife Financial |
-2.1% | 33.9% | 222% | 15.5 | 10.5 | 0.9 | -11.5% | 4.33% |
| GWO TO Great-West Lifeco |
6.67% | 40.1% | 227% | 12.5 | 11 | 1.81 | 16.3% | -1.76% |
| POW TO Power Of Canada |
6.22% | 45.1% | 215% | 12 | 9.43 | 0.54 | -17.7% | -10.5% |
| MFC NYSE Manulife Financial |
1.09% | 30% | 248% | 15.4 | 10.4 | 0.9 | -5.70% | 23.8% |
| AFL NYSE Aflac |
1.46% | 33.9% | 259% | 11.4 | 15.3 | 0.93 | 35.9% | 15.9% |
| PRI NYSE Primerica |
-4.73% | 12.1% | 239% | 13.5 | 14 | 1.05 | 52.5% | 19.1% |
| CNO NYSE CNO Financial |
-4.79% | 49.7% | 268% | 11.1 | 10.6 | 1.58 | 4.70% | 9.28% |
| MET NYSE MetLife |
-11.4% | 6.26% | 194% | 13.3 | 8.53 | 1.08 | 11.8% | 45.4% |
Performance Comparison: PFG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PFG
| Total Return (including Dividends) | PFG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -9.70% | -7.49% | -7.79% |
| 3 Months | 2.74% | -1.50% | -9.06% |
| 12 Months | -4.22% | 16.29% | 4.64% |
| 5 Years | 239.20% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | PFG | XLF | S&P 500 |
| 1 Month | 24.8% | 58.6% | -5.5% |
| 3 Months | 65.1% | -8.5% | -61.9% |
| 12 Months | 47.6% | 92.9% | 82.8% |
| 5 Years | 90.4% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #23 | -2.38% | -2.07% |
| 3 Month | #16 | 4.30% | 13.0% |
| 12 Month | #28 | -17.6% | -8.47% |
| 5 Years | #8 | 36.4% | 55.6% |
FAQs
Does PFG Principal Financial outperforms the market?
No,
over the last 12 months PFG made -4.22%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months PFG made 2.74%, while XLF made -1.50%.
Over the last 3 months PFG made 2.74%, while XLF made -1.50%.
Performance Comparison PFG vs Indeces and Sectors
PFG vs. Indices PFG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.41% | -1.91% | 0.29% | -8.86% |
| US NASDAQ 100 | QQQ | -0.34% | -0.50% | 1.54% | -6.78% |
| US Dow Jones Industrial 30 | DIA | -2.58% | -3.66% | -1.81% | -9.47% |
| German DAX 40 | DAX | -2.53% | -3.38% | -18.6% | -21.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.13% | -8.90% | 10.5% | -12.3% |
| Hongkong Hang Seng | HSI | -4.92% | -10.7% | 3.83% | -20.8% |
| India NIFTY 50 | INDA | -5.59% | -16.8% | 5.49% | -3.97% |
| Brasil Bovespa | EWZ | -6.77% | -18.8% | 1.13% | 7.10% |
PFG vs. Sectors PFG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.57% | -1.60% | -8.11% | -17.2% |
| Consumer Discretionary | XLY | -0.71% | -0.07% | -2.72% | -11.3% |
| Consumer Staples | XLP | -8.27% | -8.42% | -6.91% | -17.1% |
| Energy | XLE | -0.17% | -9.24% | -0.07% | 3.51% |
| Financial | XLF | -1.81% | -2.21% | -11.7% | -20.5% |
| Health Care | XLV | -5.50% | -5.76% | 0.15% | -5.20% |
| Industrial | XLI | -1.47% | -3.63% | 1.13% | -6.36% |
| Materials | XLB | -2.66% | -5.67% | 6.81% | 4.60% |
| Real Estate | XLRE | -5.30% | -4.10% | 0.63% | -14.1% |
| Technology | XLK | 0.93% | 0.86% | 7.49% | 0.99% |
| Utilities | XLU | -8.72% | -9.89% | -2.99% | -29.2% |
| Aerospace & Defense | XAR | -1.79% | -6.31% | -4.65% | -19.4% |
| Biotech | XBI | 1.87% | -0.99% | 14.6% | 9.82% |
| Homebuilder | XHB | 0.28% | -2.76% | 20.4% | 10.6% |
| Retail | XRT | -0.36% | -1.17% | 6.98% | 7.35% |