How much would $1,000 invested in PFG be worth today?

$1,000 invested in PFG on November 4, 2016 would be worth $3,198 on November 4, 2026, with dividends reinvested — 12.3% a year compounded (CAGR).

How far back does the PFG calculator go?

PFG data begins October 23, 2001, with a close every session. Pick any start and end date in that span — 25 years of history.

Does this include dividends?

Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.

If You Invested $1,000 in PFG: What It Would Be Worth Today

PFG

$117.31+4.13%

as of close, Nov 4, 2026

☾ AH $117.31 +4.13%

Principal Financial Group IncStock · FinancialsS&P 500 Equal Weight · 0.2% of RSPNasdaq Composite · 0.05% of ONEQRussell 1000 · 0.03% of IWBS&P 500 · 0.03% of SPYUS Stock Market · 0.03% of VTIRussell 3000 · 0.03% of IWVMSCI World · 0.03% of URTHMSCI ACWI · 0.02% of ACWI

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Your investment#

How much

All at once, on the start date

Pick start & end dates10 years

Start

Key dates

Start at a well-known dateRecentMarket topsMarket bottomsEvents

Bought at that day's close

End

Key dates

End at a well-known dateMarket topsMarket bottomsEvents

Latest close, Nov 4, 2026

Or drag the slider to set start and end dates

2001 to today, log scale

2008 crisisCovid

200520102020Nov 2016Today

Options

Result#

$1,000Nov 4, 2016$3,198Nov 4, 20263.2×your money

$1,000 invested in PFG on November 4, 2016 was worth $3,198 on November 4, 2026, with dividends reinvested.

That’s 12.3% a year compounded (CAGR) over 10 years: 3.2 times your money.

Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: PFG trailed both the S&P 500 and the Nasdaq-100.

Price only$2,208if dividends were spent

Biggest fall−64.7%Jan 26, 2018 to Mar 23, 2020

At a flat 5% a year$1,629a savings account's rate

Gain$2,198on $1,000 put in

How this period ranks#

Better than 81% of all 182 periods of 10 years since 2001.

Your dates

−80%0%100%

Worst: −0.6% a year, Jun 2006 to Jun 2016Best: 24.1% a year, Feb 2009 to Feb 2019

One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in PFG, November 4, 2016 to November 4, 2026#

Your $1,000$Your buySame plan in the S&P 500A low

Lowest value$517 · Mar 2020Lowest value$517 · Mar 2020$1,591 · May 2023$1,797 · Apr 2025$1,436 · Jul 2022$

$0$1,000$2,000$4,000$3,198

20182020202220242026

How far PFG was below its previous high. The biggest fall: −64.7% from Jan 26, 2018 to Mar 23, 2020, back to the high by May 5, 2021.

−64.7% from its high−29.3% from its high−22.4% from its high−21.1% from its high

high−65%

Your one buy. $1,000 on November 4, 2016, worth $3,198 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.

3.2×paid

What $1,000 would be worth on November 4, 2026, by start date#

Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.

Your start

$1,000$2,000$5,000$10k$20k

20052010201520202025

$1,000 invested in PFG, by year#

Started on each year's first close and held to Nov 4, 2026, dividends reinvested.

Started	Worth Nov 4, 2026	Multiple	A year (CAGR)	Same in the Nasdaq-100
2017	$2,878	2.9×	11.3%	$6,185
2018	$2,328	2.3×	10.0%	$4,623
2019	$3,555	3.6×	17.6%	$4,691
2020	$2,716	2.7×	15.7%	$3,334
2021	$2,981	3.0×	20.6%	$2,313
2022	$1,895	1.9×	14.1%	$1,773
2023	$1,600	1.6×	13.0%	$2,673
2024	$1,634	1.6×	18.9%	$1,744
2025	$1,614	1.6×	29.8%	$1,368
2026	$1,344	1.3×	—	$1,132

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. PFG data begins October 23, 2001; values as of November 4, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live PFG chart and fundamentals on the PFG quote page or the S&P 500 return calculator.