Overview Performance Dividends Peer Group Options

(PFG) Principal Financial - Performance -6.1% in 12m

Compare PFG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 76.00%
#13 in Group
Rel. Strength 36.74%
#5082 in Universe
Total Return 12m -6.14%
#28 in Group
Total Return 5y 180.14%
#12 in Group
P/E 10.9
33th Percentile in Group
P/E Forward 8.50
40th Percentile in Group
PEG 1.50
79th Percentile in Group
FCF Yield -48.03%
93th Percentile in Group

12m Total Return: PFG (-6.1%) vs XLF (19.3%)

Compare overall performance (total returns) of Principal Financial with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (PFG) Principal Financial - Performance -6.1% in 12m

Top Performers in Life & Health Insurance

Short Term
Symbol 1w 1m 3m
PFG 4.55% -14.3% -10.3%
PUK 4.59% 1.41% 31.9%
NN 2.40% 2.24% 22.4%
POW 2.17% 0.48% 18.2%
Long Term
Symbol 6m 12m 5y
PFG -10.7% -6.14% 180%
CIA -11.2% 108% -24.7%
POW 17.9% 46.1% 218%
GL 17.4% 64.3% 56.1%
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		 -2% 38.1% 224% 12.2 11 1.81 16.3% -1.76%
MFC TO
Manulife Financial		 -6.61% 35.3% 217% 14.2 9.64 0.9 -11.5% 4.33%
POW TO
Power Of Canada		 0.48% 46.1% 218% 11.6 9.16 0.54 -17.7% -10.5%
MFC NYSE
Manulife Financial		 -3.72% 34.9% 246% 14.1 9.53 0.9 -0.90% 24.1%
AFL NYSE
Aflac		 -1.63% 31.6% 227% 11.3 15.8 0.93 35.9% 15.9%
CNO NYSE
CNO Financial		 -6.34% 52.5% 241% 9.84 9.43 1.58 3.70% 10.7%
PRI NYSE
Primerica		 -9.96% 21.3% 187% 12 14 1.05 61.2% 19.3%
MET NYSE
MetLife		 -10.2% 7.67% 159% 12 7.68 0.97 13.8% 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 -14.25% -4.78% -4.31%
3 Months -10.28% -6.25% -7.85%
12 Months -6.14% 19.30% 10.76%
5 Years 180.14% 134.53% 106.31%
Trend Score (consistency of price movement) PFG XLF S&P 500
1 Month -49.2% -30.6% -35.6%
3 Months -40.6% -83.1% -89.7%
12 Months 22.9% 84.9% 58.3%
5 Years 89.2% 75.2% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #28 -9.95% -10.4%
3 Month #23 -4.29% -2.63%
12 Month #27 -21.3% -15.3%
5 Years #13 19.5% 35.8%

FAQs

Does PFG Principal Financial outperforms the market?

No, over the last 12 months PFG made -6.14%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months PFG made -10.28%, while XLF made -6.25%.

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 -2.60% -9.94% -6.39% -16.9%
US NASDAQ 100 QQQ -4.56% -10.0% -6.39% -18.2%
US Dow Jones Industrial 30 DIA -0.53% -8.47% -6.65% -13.1%
German DAX 40 DAX 0.06% -10.4% -24.8% -29.7%
Shanghai Shenzhen CSI 300 CSI 300 3.93% -10.8% -4.97% -14.8%
Hongkong Hang Seng HSI -0.33% -11.4% -8.26% -20.2%
India NIFTY 50 INDA 4.83% -15.8% -7.99% -7.94%
Brasil Bovespa EWZ -2.35% -16.2% -10.9% -0.64%

PFG vs. Sectors PFG is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -2.46% -8.67% -15.1% -28.5%
Consumer Discretionary XLY -4.95% -10.2% -9.55% -20.5%
Consumer Staples XLP 4.86% -17.0% -11.7% -15.6%
Energy XLE 0.75% -2.62% -3.96% 5.79%
Financial XLF -0.64% -9.47% -14.5% -25.4%
Health Care XLV 0.42% -9.28% -4.38% -6.40%
Industrial XLI -0.77% -10.2% -6.74% -13.1%
Materials XLB 0.65% -9.74% 0.50% -0.80%
Real Estate XLRE 2.23% -12.3% -4.24% -21.3%
Technology XLK -6.41% -9.73% -1.52% -12.4%
Utilities XLU 1.55% -15.9% -9.49% -26.6%
Aerospace & Defense XAR -2.16% -14.0% -17.7% -33.1%
Biotech XBI -1.73% -6.41% 6.70% -3.89%
Homebuilder XHB -0.85% -8.23% 8.59% 1.83%
Retail XRT 0.19% -11.3% -2.27% -2.52%

PFG vs. Commodities PFG is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 3.95% -6.51% -3.68% 8.04%
Natural Gas UNG 6.55% 8.52% -19.3% -15.4%
Gold GLD 7.99% -23.7% -31.0% -47.3%
Silver SLV 3.68% -12.5% -8.80% -26.1%
Copper CPER 2.57% -7.21% -21.4% -13.2%

PFG vs. Yields & Bonds PFG is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.19% -13.6% -9.21% -11.6%
iShares High Yield Corp. Bond HYG 2.66% -13.9% -13.0% -15.5%