(PFG) Principal Financial - Performance 5.3% in 12m
PFG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
65.11%
#16 in Peer-Group
Rel. Strength
45.22%
#4069 in Stock-Universe
Total Return 12m
5.26%
#27 in Peer-Group
Total Return 5y
136.23%
#15 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 16.3 |
| P/E Forward | 9.53 |
| High / Low | USD |
|---|---|
| 52 Week High | 88.80 USD |
| 52 Week Low | 68.88 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 78.80 |
| Buy/Sell Signal +-5 | 1.27 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PFG (5.3%) vs XLF (28%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| GWO TO Great-West Lifeco |
0.22% | 36.5% | 190% | 12.5 | 11 | 1.9 | 10.0% | -1.76% |
| POW TO Power Of Canada |
4.47% | 45.1% | 208% | 12.6 | 10.2 | 0.93 | -25.1% | -10.5% |
| MFC TO Manulife Financial |
- | 24.8% | 191% | 16 | 10.3 | 0.78 | -11.5% | 4.33% |
| MFC NYSE Manulife Financial |
0.79% | 26.7% | 210% | 15.7 | 10.2 | 0.78 | -44.3% | -30.1% |
| CNO NYSE CNO Financial |
1.4% | 41.2% | 183% | 13.1 | 9.71 | 1.58 | -34.3% | -31.2% |
| SLF NYSE Sun Life Financial |
2.84% | 41.1% | 128% | 15.9 | 11.8 | 1.17 | -32.5% | -0.43% |
| AFL NYSE Aflac |
2.2% | 20.4% | 234% | 16.3 | 15.3 | 0.93 | -22.9% | -58.1% |
| NN AS NN |
2.93% | 37.1% | 169% | 10 | 8.38 | 0.86 | -59.7% | -5.07% |
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 | 1.81% | 2.49% | 4.52% |
| 3 Months | -5.21% | 4.63% | 10.25% |
| 12 Months | 5.26% | 27.96% | 14.16% |
| 5 Years | 136.23% | 149.05% | 116.91% |
| Trend Score (consistency of price movement) | PFG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 17.1% | 26.8% | 79.1% |
| 3 Months | 27.6% | 79.4% | 91.7% |
| 12 Months | -10.6% | 78% | 44% |
| 5 Years | 87% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th50.00 | -0.67% | -2.60% |
| 3 Month | %th40.00 | -9.41% | -14.03% |
| 12 Month | %th6.67 | -17.74% | -7.80% |
| 5 Years | %th50.00 | -5.15% | 8.90% |
FAQs
Does Principal Financial (PFG) outperform the market?
No,
over the last 12 months PFG made 5.26%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.96%.
Over the last 3 months PFG made -5.21%, while XLF made 4.63%.
Performance Comparison PFG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PFG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0% | -2.7% | -0.7% | -9% |
| US NASDAQ 100 | QQQ | -0.7% | -3.7% | -2.1% | -9% |
| German DAX 40 | DAX | -0.9% | 1.4% | -15.8% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.6% | -0.7% | 3.3% | -11% |
| Hongkong Hang Seng | HSI | -0.4% | -5% | -17.8% | -31% |
| India NIFTY 50 | INDA | -0.4% | -0.5% | -1.6% | 5% |
| Brasil Bovespa | EWZ | 0.7% | -1.7% | -22.3% | -5% |
PFG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.2% | -5.1% | -7% | -22% |
| Consumer Discretionary | XLY | 0.5% | -0.1% | 7.3% | -15% |
| Consumer Staples | XLP | 3.5% | 3% | 0.5% | -3% |
| Energy | XLE | 3.3% | -2.7% | 2% | 9% |
| Financial | XLF | 0.2% | -0.7% | -3.9% | -23% |
| Health Care | XLV | 1.1% | 0.1% | 6.1% | 11% |
| Industrial | XLI | 0.4% | -1.4% | -7.5% | -18% |
| Materials | XLB | 1.3% | -0.5% | -1.4% | 2% |
| Real Estate | XLRE | 4.6% | 2.3% | 1% | -6% |
| Technology | XLK | -0.8% | -6.6% | -2.8% | -6% |
| Utilities | XLU | 2.3% | 0.8% | -4.4% | -18% |
| Aerospace & Defense | XAR | -1.9% | -7.8% | -21.8% | -47% |
| Biotech | XBI | 1.5% | -1.4% | 12.1% | 16% |
| Homebuilder | XHB | 1.3% | -2.1% | 9.8% | 5% |
| Retail | XRT | 2.2% | -0.3% | 6.8% | -1% |
PFG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 6.5% | -7.25% | 6.55% | 15% |
| Natural Gas | UNG | 4.2% | -1.6% | 12.8% | 5% |
| Gold | GLD | 5.6% | 3.3% | -20.7% | -34% |
| Silver | SLV | 3.4% | -5.9% | -18.9% | -16% |
| Copper | CPER | -0.9% | -6.8% | -19.1% | -10% |
PFG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.7% | -0% | 3.2% | 4% |
| iShares High Yield Corp. Bond | HYG | 1.9% | 0.3% | -0.1% | -5% |