The total return over the past 12 months is +47.24% vs. +17.49% for the S&P 500. So far it's up +32.40% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +42.43% | +14.77% | +11.81% | +8.95% | +11.26% | +3.90% |
| Total Return CAGR | +47.24% | +18.88% | +15.81% | +13.07% | +15.29% | +7.20% |
| Revenue CAGR | +3.72% | +3.57% | +2.57% | +2.63% | +3.64% | +2.53% |
| Net Income CAGR | +35.75% | +1.49% | (0.51%) | +2.20% | +4.73% | +2.27% |
| EPS CAGR | +38.86% | +43.56% | +0.93% | +2.61% | +6.46% | +2.69% |
| Free Cash Flow CAGR | +12.78% | +6.51% | +12.29% | +1.35% | +3.12% | +3.25% |
| Operating Cash Flow CAGR | +14.53% | +6.65% | +12.14% | +1.34% | +3.27% | +3.17% |
| Dividends CAGR | +8.08% | +6.36% | +6.58% | +7.46% | +12.17% | +8.09% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Principal Financial Group, Inc. (PFG)
| Year | Start price | End price | PFG Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $88.21 | $114.02 | +32.40% | +11.72% | +20.68% |
| 2025 | $77.41 | $88.21 | +18.32% | +17.72% | +0.60% |
| 2024 | $78.67 | $77.41 | +1.89% | +24.89% | (23.00%) |
| 2023 | $83.92 | $78.67 | (2.83%) | +26.19% | (29.02%) |
| 2022 | $72.33 | $83.92 | +20.05% | (18.17%) | +38.22% |
| 2021 | $49.61 | $72.33 | +51.41% | +28.74% | +22.67% |
| 2020 | $55.00 | $49.61 | (5.05%) | +18.37% | (23.42%) |
| 2019 | $44.17 | $55.00 | +29.79% | +31.22% | (1.43%) |
| 2018 | $70.56 | $44.17 | (34.99%) | (4.56%) | (30.43%) |
| 2017 | $57.86 | $70.56 | +25.50% | +21.70% | +3.80% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
