PFG trailing returns
Principal Financial Group Inc's 10-year annualized return is +13.5% per year (+254.0% cumulative). How Principal Financial Group Inc (PFG) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through July 24, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-07-24. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +1.9% | |
| 1 week | — | -4.0% | |
| 1 month | — | +2.5% | |
| YTD | — | +26.1% | |
| 1 year | +40.2% | +40.2% | |
| 5 years | +16.0% | +110.1% | |
| 10 years | +13.5% | +254.0% | |
| 20 years | +6.8% | +270.5% | |
| Since inception (2001) | +9.7% | +883.7% |
Growth of PFG#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-07-24). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from PFG's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is Principal Financial Group Inc's 10-year return?
- Over the last 10 years, Principal Financial Group Inc (PFG) returned about +13.5% a year annualized (+254.0% cumulative total return).
- What is Principal Financial Group Inc's 20-year annualized return?
- Over the last 20 years, Principal Financial Group Inc (PFG) compounded at about +6.8% a year (+270.5% cumulative).
- What is Principal Financial Group Inc's return since inception?
- Since 2001, Principal Financial Group Inc (PFG) has compounded at about +9.7% a year — +883.7% in total.