Overview Performance Dividends Peer Group Options

(PFG) Principal Financial - Performance -3% in 12m

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

Performance Rating 74.07%
#13 in Group
Rel. Strength 39.31%
#4844 in Universe
Total Return 12m -2.96%
#28 in Group
Total Return 5y 156.25%
#13 in Group
P/E 15.7
81th Percentile in Group
P/E Forward 8.89
36th Percentile in Group
PEG 1.50
79th Percentile in Group
FCF Yield -50.63%
93th Percentile in Group

12m Total Return: PFG (-3%) vs XLF (22.7%)

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 -3% in 12m

Top Performers in Life & Health Insurance

Short Term
Symbol 1w 1m 3m
PFG 0.15% -12.1% -9.25%
NN 3.42% 5.11% 21.5%
PUK 0.09% -1.16% 29.7%
WUW 2.01% 6.29% 15.5%
Long Term
Symbol 6m 12m 5y
PFG -8.42% -2.96% 156%
POW 21.5% 49.9% 225%
PUK 30.1% 23.8% -9.88%
GL 17.3% 63.5% 63.8%
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		 -4.91% 38.3% 222% 12.3 11.1 1.85 22.4% 2.21%
MFC TO
Manulife Financial		 -5.78% 35.6% 212% 14.2 9.64 0.9 -34.1% -5.73%
POW TO
Power Of Canada		 2.56% 49.9% 225% 11.6 9.16 0.54 -39.3% -22.8%
MFC NYSE
Manulife Financial		 -1.7% 36.9% 243% 14.1 9.53 0.9 -5.90% 11.5%
AFL NYSE
Aflac		 -2.26% 32.6% 244% 11.3 16 0.93 38.0% 30.7%
CNO NYSE
CNO Financial		 -8.91% 46.9% 217% 10.6 9.71 1.58 11.4% 23.7%
PRI NYSE
Primerica		 -7.89% 25.4% 176% 12.6 14 1.05 63.5% 17.6%
MET NYSE
MetLife		 -6.13% 9.17% 161% 12.8 8.09 1.02 23.1% -0.94%

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 -12.11% -2.11% -0.87%
3 Months -9.25% -4.92% -7.58%
12 Months -2.96% 22.69% 11.88%
5 Years 156.25% 144.89% 110.33%
Trend Score (consistency of price movement) PFG XLF S&P 500
1 Month -4.90% 27.8% 23%
3 Months -52.3% -81% -88.5%
12 Months 18.0% 83.7% 55.1%
5 Years 89.0% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #29 -10.2% -11.3%
3 Month #23 -4.55% -1.80%
12 Month #27 -20.9% -13.3%
5 Years #14 4.64% 21.8%

FAQs

Does PFG Principal Financial outperforms the market?

No, over the last 12 months PFG made -2.96%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months PFG made -9.25%, while XLF made -4.92%.

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 -3.42% -11.2% -6.56% -14.8%
US NASDAQ 100 QQQ -4.45% -13.5% -6.99% -15.6%
US Dow Jones Industrial 30 DIA -2.48% -8.93% -6.47% -12.2%
German DAX 40 DAX -2.19% -13.4% -26.1% -27.6%
Shanghai Shenzhen CSI 300 CSI 300 0.54% -9.29% -3.57% -8.92%
Hongkong Hang Seng HSI -2.43% -12.2% -8.48% -16.9%
India NIFTY 50 INDA -0.58% -16.2% -6.85% -6.03%
Brasil Bovespa EWZ -2.62% -16.7% -10.3% 2.86%

PFG vs. Sectors PFG is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -3.67% -11.1% -12.7% -26.9%
Consumer Discretionary XLY -3.50% -12.0% -9.07% -16.3%
Consumer Staples XLP 0.08% -12.3% -11.9% -14.2%
Energy XLE 1.06% 1.75% -0.77% 8.13%
Financial XLF -2.03% -10.0% -14.2% -25.7%
Health Care XLV -3.34% -8.32% -4.87% -4.68%
Industrial XLI -3.84% -12.2% -7.27% -12.6%
Materials XLB -2.81% -9.68% 0.85% 0.56%
Real Estate XLRE -1.90% -10.8% -5.67% -21.1%
Technology XLK -5.87% -13.8% -3.22% -10.7%
Utilities XLU -0.58% -12.2% -8.68% -24.8%
Aerospace & Defense XAR -4.37% -18.5% -20.1% -29.5%
Biotech XBI -4.72% -14.4% 6.08% -1.13%
Homebuilder XHB -2.73% -9.84% 8.25% 4.07%
Retail XRT -1.85% -11.6% -0.99% -0.22%

PFG vs. Commodities PFG is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 6.75% 5.70% 4.61% 16.0%
Natural Gas UNG -6.27% 10.4% -40.1% -18.9%
Gold GLD 0.11% -17.5% -28.3% -46.3%
Silver SLV 3.29% -7.62% -7.72% -26.0%
Copper CPER 6.18% -2.43% -12.7% -3.77%

PFG vs. Yields & Bonds PFG is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.31% -10.8% -7.25% -8.61%
iShares High Yield Corp. Bond HYG -0.62% -12.2% -10.6% -12.2%