PFG Performance: 32.1% Return (12 Months)

PFG returned 32.1% over 12 months, in line with the S&P 500 (32.1%). Volatility: 22.1%.

RS IBD 13.78
Top 17% in Peers
Volatility 22.1%
Top 31% in Peers
Total Return 12m 32.08%
Top 27% in Peers
RS Rating 59.71
Top 17% in Peers
P/E
P/E Trailing 17.2
P/E Forward 9.39
High / Low 52w
52 Week High 96.63 USD
52 Week Low 66.97 USD
Sentiment
VRO Trend Strength ±100 44.08
Buy Signal ±3 -0.08
Drawdowns 3y
Max Drawdown 22.43%
Mean Drawdown 7.40%
Compare performance with 21 peers in Life & Health Insurance
12m Total Return: PFG (32.1%) vs PEER ETF Total Return of Principal Financial versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for PFG Performance: 32.1% Return (12 Months)

Top Performer in Life & Health Insurance (5/21)

Short Term Performance
SYMBOL 1W 1M 3M
NN 4.91% 6.16% 4.41%
GL 5.31% 1.07% 2.91%
PFG 3.26% -0.36% 0.14%
UNM 3.90% 3.16% -3.00%
MFC 4.55% 4.45% -5.00%
FG 5.96% 16.61% -7.89%
Long Term Performance
SYMBOL 6M 12M 5Y
NN 18.61% 63.86% 130.15%
PUK 5.85% 60.31% -22.76%
PST 5.28% 47.09% 164.38%
MFC 10.99% 33.50% 107.72%
PFG 10.24% 32.08% 77.59%
BHF 17.85% 25.76% 30.65%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
PST MI
Poste Italiane SpA		 31.7B -3.16% 47.1% 164% 12.9 - - 41.0% 11.7%
PUK NYSE
Prudential		 36.8B 2.55% 60.3% -22.8% 9.54 13.4 1.31 -4.60% -1.57%
GL NYSE
Globe Life		 11.2B 1.07% 26.5% 52.6% 10.1 10.4 1.30 90.9% 20.2%

Performance: PFG vs S&P 500

Total Return vs S&P 500
PERIOD PFG S&P 500 DIFFERENCE
1 Month -0.36% -1.73% 1.40%
3 Months 0.14% -4.49% 4.85%
6 Months 10.24% -1.33% 11.72%
12 Months 32.08% 32.14% -0.05%
5 Years 77.59% 72.70% 2.83%

PFG Performance FAQ

Does PFG outperform the market?

PFG performs roughly in line with the market. Over the past 12 months, PFG returned 32.08% compared to 32.14% for the S&P 500.

What is the PFG return over the last 12 months?

PFG has returned 32.08% over the past 12 months, including dividends. Over 3 months the return was 0.14%, and over 5 years 77.59%.

How risky is PFG?

PFG has relatively low risk with a maximum drawdown of 22.43% over the past 3 years. The average drawdown is 7.40%.

PFG vs Sectors (12m)

Sorted by outperformance. Positive = PFG beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP 22.5%
Health Care XLV 21.4%
Real Estate XLRE 18.4%
Financials XLF 17.2%
Consumer Discretionary XLY 10.4%
Consumer Discretionary XLY 10.4%
Communication Services XLC 2.6%
Materials XLB -1.6%
Industrials XLI -10%
Technology XLK -17.9%
Energy XLE -25.4%

PFG vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -0.05%
Gold GLD -24.2%
Long-Term Bonds TLT 31.5%