Principal Financial Group, Inc. (PFG) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$17,234
Total Return
72.34%
CAGR
11.50%
Dividends
$2,347.31
Yield on Cost
23.47%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.07% |
| Median | +1.43% |
| Best | +30.07% |
| Worst | -24.54% |
| % of Windows Positive | 56.8% |
1-Year (252 Trading Days)
| Average | +9.11% |
| Median | +7.92% |
| Best | +41.30% |
| Worst | -24.00% |
| % of Windows Positive | 76.7% |
3-Year (756 Trading Days)
| Average | +24.81% |
| Median | +25.76% |
| Best | +56.90% |
| Worst | -5.81% |
| % of Windows Positive | 98.8% |
Risk Metrics
| Maximum Drawdown | -29.67% |
| Average Drawdown | -9.63% |
| Drawdown Duration | 482 Trading Days |
| Sortino Ratio | 0.77 |
| Calmar Ratio | 0.39 |
| CVaR (5%) | -3.96% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.50% (+28.90% ann.) | +$749.54 | $90.69 | $18.14 | $0.15 |
| 2025 | +17.43% | +$1743.01 | $402.48 | $80.50 | $0.64 |
| 2024 | +1.18% | +$117.63 | $366.14 | $73.23 | $0.59 |
| 2023 | -3.52% | $352.43 | $313.23 | $62.65 | $0.50 |
| 2022 | +19.23% | +$1922.86 | $357.87 | $71.57 | $0.57 |
| 2021 | +50.27% | +$5026.85 | $497.74 | $99.55 | $0.80 |
| 2020 | -6.02% | $601.89 | $413.83 | $82.77 | $0.66 |
| 2019 | +28.71% | +$2871.20 | $499.82 | $99.97 | $0.80 |
| 2018 | -35.48% | $3548.13 | $300.83 | $60.17 | $0.48 |
| 2017 | +24.78% | +$2477.94 | $326.07 | $65.22 | $0.52 |
| 2016 | +32.20% | +$3219.66 | $362.04 | $72.41 | $0.58 |
| 2015 | -11.30% | $1129.59 | $291.36 | $58.27 | $0.46 |
| 2014 | +7.48% | +$748.36 | $261.64 | $52.33 | $0.41 |
| 2013 | +76.32% | +$7631.53 | $346.43 | $69.28 | $0.56 |
| 2012 | +18.68% | +$1867.71 | $319.93 | $63.99 | $0.52 |
| 2011 | -22.77% | $2276.82 | $214.99 | $43.00 | $0.35 |
| 2010 | +37.59% | +$3759.03 | $228.78 | $45.75 | $0.36 |
| 2009 | +8.16% | +$815.86 | $221.53 | $44.31 | $0.35 |
| 2008 | -66.54% | $6653.99 | $65.37 | $13.07 | $0.10 |
| 2007 | +18.52% | +$1852.09 | $153.32 | $30.66 | $0.24 |
| 2006 | +25.11% | +$2511.35 | $168.67 | $33.73 | $0.27 |
| 2005 | +17.06% | +$1705.93 | $158.77 | $31.76 | $0.25 |
| 2004 | +25.20% | +$2520.13 | $166.31 | $33.26 | $0.27 |
| 2003 | +11.03% | +$1102.57 | $149.35 | $29.87 | $0.24 |
| 2002 | +26.43% | +$2642.93 | $104.17 | $20.83 | $0.17 |
| 2001 partial | +14.29% (+102.76% ann.) | +$1428.57 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bust / post-bubble disinflation scare partial | October 23, 2001 – October 9, 2002 | +9.24% | +9.63% | +$923.81 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +190.50% | +23.79% | +$19049.52 | $1176.99 | $235.40 | $1.89 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -90.62% | -81.28% | $9062.36 | $209.46 | $41.89 | $0.33 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +267.74% | +47.07% | +$26773.68 | $2972.78 | $594.56 | $4.76 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +163.66% | +13.67% | +$16366.26 | $5144.60 | $1028.92 | $8.23 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -56.41% | -99.99% | $5640.70 | $100.03 | $20.01 | $0.16 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +42.83% | +77.47% | +$4283.44 | $380.44 | $76.09 | $0.61 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +53.67% | +50.32% | +$5366.95 | $501.86 | $100.37 | $0.80 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +33.30% | +35.69% | +$3330.48 | $374.71 | $74.94 | $0.60 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -5.36% | -2.93% | $536.35 | $586.76 | $117.35 | $0.94 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +17.50% | +10.83% | +$1750.02 | $560.96 | $112.19 | $0.90 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2002-11-06 | $0.2500 | 0.90% |
| 2003-11-05 | $0.4500 | 1.41% |
| 2004-11-09 | $0.5500 | 1.41% |
| 2005-11-15 | $0.6500 | 1.26% |
| 2006-11-20 | $0.8000 | 1.35% |
| 2007-11-14 | $0.9000 | 1.33% |
| 2008-11-12 | $0.4500 | 2.18% |
| 2009-11-10 | $0.5000 | 1.87% |
| 2010-11-17 | $0.5500 | 1.97% |
| 2011-11-08 | $0.7000 | 2.80% |
| 2012-03-08 | $0.1800 | 0.67% |
| 2012-05-31 | $0.1800 | 0.73% |
| 2012-09-04 | $0.2100 | 0.77% |
| 2012-12-06 | $0.2100 | 0.75% |
| 2013-03-07 | $0.2300 | 0.71% |
| 2013-05-30 | $0.2300 | 0.60% |
| 2013-09-03 | $0.2600 | 0.64% |
| 2013-12-05 | $0.2600 | 0.53% |
| 2014-03-06 | $0.2800 | 0.60% |
| 2014-06-05 | $0.3200 | 0.66% |
| 2014-09-04 | $0.3400 | 0.62% |
| 2014-12-04 | $0.3400 | 0.64% |
| 2015-03-05 | $0.3600 | 0.71% |
| 2015-06-04 | $0.3800 | 0.71% |
| 2015-09-02 | $0.3800 | 0.79% |
| 2015-12-03 | $0.3800 | 0.74% |
| 2016-03-03 | $0.3800 | 0.96% |
| 2016-06-02 | $0.3900 | 0.88% |
| 2016-08-31 | $0.4100 | 0.83% |
| 2016-12-01 | $0.4300 | 0.75% |
| 2017-03-02 | $0.4500 | 0.70% |
| 2017-06-01 | $0.4600 | 0.73% |
| 2017-08-30 | $0.4700 | 0.75% |
| 2017-12-01 | $0.4900 | 0.69% |
| 2018-03-02 | $0.5100 | 0.83% |
| 2018-06-01 | $0.5200 | 0.93% |
| 2018-09-05 | $0.5300 | 0.95% |
| 2018-11-30 | $0.5400 | 1.09% |
| 2019-03-01 | $0.5400 | 1.03% |
| 2019-05-31 | $0.5400 | 1.00% |
| 2019-09-04 | $0.5500 | 1.04% |
| 2019-12-02 | $0.5500 | 1.00% |
| 2020-02-28 | $0.5600 | 1.20% |
| 2020-05-29 | $0.5600 | 1.37% |
| 2020-08-31 | $0.5600 | 1.26% |
| 2020-12-01 | $0.5600 | 1.12% |
| 2021-02-26 | $0.5600 | 0.96% |
| 2021-06-02 | $0.6100 | 0.92% |
| 2021-08-31 | $0.6300 | 0.94% |
| 2021-11-30 | $0.6400 | 0.90% |
| 2022-03-09 | $0.6400 | 0.99% |
| 2022-06-01 | $0.6400 | 0.88% |
| 2022-09-07 | $0.6400 | 0.86% |
| 2022-11-30 | $0.6400 | 0.71% |
| 2023-03-14 | $0.6400 | 0.89% |
| 2023-05-31 | $0.6400 | 0.94% |
| 2023-09-06 | $0.6500 | 0.84% |
| 2023-11-30 | $0.6700 | 0.90% |
| 2024-03-11 | $0.6900 | 0.86% |
| 2024-06-03 | $0.7100 | 0.87% |
| 2024-09-05 | $0.7200 | 0.89% |
| 2024-12-02 | $0.7300 | 0.84% |
| 2025-03-12 | $0.7500 | 0.90% |
| 2025-06-02 | $0.7600 | 0.98% |
| 2025-09-04 | $0.7800 | 0.97% |
| 2025-12-03 | $0.7900 | 0.94% |
| 2026-03-11 | $0.8000 | 0.89% |
| Total | 67 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-02 | $96.75 | $19.35 | $0.15 | 1.1800 |
| 2021-08-31 | $100.67 | $20.13 | $0.16 | 1.2030 |
| 2021-11-30 | $103.03 | $20.61 | $0.17 | 1.1995 |
| 2022-03-09 | $103.80 | $20.76 | $0.17 | 1.2524 |
| 2022-06-01 | $104.60 | $20.92 | $0.17 | 1.1664 |
| 2022-09-07 | $105.35 | $21.07 | $0.17 | 1.1168 |
| 2022-11-30 | $106.06 | $21.21 | $0.17 | 0.9442 |
| 2023-03-14 | $106.67 | $21.33 | $0.17 | 1.1607 |
| 2023-05-31 | $107.41 | $21.48 | $0.17 | 1.3100 |
| 2023-09-06 | $109.94 | $21.99 | $0.18 | 1.1521 |
| 2023-11-30 | $114.09 | $22.82 | $0.18 | 1.2338 |
| 2024-03-11 | $118.35 | $23.67 | $0.19 | 1.1803 |
| 2024-06-03 | $122.62 | $24.52 | $0.20 | 1.2125 |
| 2024-09-05 | $125.22 | $25.04 | $0.20 | 1.2544 |
| 2024-12-02 | $127.87 | $25.57 | $0.20 | 1.1952 |
| 2025-03-12 | $132.27 | $26.45 | $0.21 | 1.2874 |
| 2025-06-02 | $135.02 | $27.00 | $0.22 | 1.4005 |
| 2025-09-04 | $139.66 | $27.93 | $0.22 | 1.3715 |
| 2025-12-03 | $142.54 | $28.51 | $0.23 | 1.3242 |
| 2026-03-11 | $145.40 | $29.08 | $0.23 | 1.3162 |
| Total | $2347.31 | $469.46 | $3.76 | 24.4613 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.