Principal Financial Group Inc trailing returns
Principal Financial Group Inc's 10-year return is +12.3% a year (CAGR) (+219.8% 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 November 4, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-11-04. Price return + dividends = total return. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| Cumulative · the change over the window | ||||
| 1 day | +4.1% | +0.0% | +4.1% | — |
| 5 days | +4.9% | +0.0% | +4.9% | -1.8%Oct 30 |
| 1 month | +4.8% | +0.0% | +4.8% | -4.6%Oct 19 |
| YTD | +33.0% | +3.3% | +36.3% | -12.7%Mar 20 |
| Per year (CAGR) · the cumulative total return beneath | ||||
| 1 year | +43.0% | +4.9% | +47.9% CAGR | -12.7%Mar 2026 |
| 5 years | +11.4% | +4.0% | +15.4% CAGR+104.5% total | -31.1%May 2023 |
| 10 years | +8.2% | +4.1% | +12.3% CAGR+219.8% total | -67.8%Mar 2020 |
| 20 years | +3.8% | +3.3% | +7.0% CAGR+289.7% total | -91.7%Mar 2009 |
| Since 2001Since inception (2001) | +7.1% | +2.8% | +9.9% CAGR+969.5% total | -91.7%Mar 2009 |
Growth of PFG#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+15.4%/year · +104.5%
- 10 years+12.3%/year · +219.8%
- 20 years+7.0%/year · +289.7%
- Since inception (2001)+9.9%/year · +969.5%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-11-04). 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. Price return is the change in PFG's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Principal Financial Group Inc's 10-year return?
- Over the last 10 years, Principal Financial Group Inc (PFG) returned about +12.3% a year annualized (+219.8% 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 +7.0% a year (+289.7% cumulative).
- What is Principal Financial Group Inc's return since inception?
- Since 2001, Principal Financial Group Inc (PFG) has compounded at about +9.9% a year — +969.5% in total.