The total return over the past 12 months is +42.06% vs. +17.32% for the S&P 500. So far it's up +28.32% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +37.10% | +10.18% | +12.22% | +9.56% | +9.79% | +3.72% |
| Total Return CAGR | +42.06% | +14.18% | +16.29% | +13.72% | +13.71% | +6.97% |
| Revenue CAGR | (1.98%) | +3.34% | +2.90% | +2.28% | +3.58% | +2.59% |
| Net Income CAGR | +42.64% | (28.74%) | (0.93%) | +2.77% | +5.54% | +2.18% |
| EPS CAGR | (21.43%) | +43.56% | +0.93% | +2.61% | +6.46% | +2.69% |
| Free Cash Flow CAGR | (26.31%) | (0.75%) | +10.78% | (2.11%) | +0.61% | +1.62% |
| Operating Cash Flow CAGR | (25.01%) | (0.79%) | +10.34% | (2.12%) | +0.78% | +1.31% |
| 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 Value | End Value | PFG Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 805.97 | 1034.25 | +28.32% | +8.95% | +19.37% |
| 2025 | 681.17 | 805.97 | +18.32% | +17.72% | +0.60% |
| 2024 | 668.56 | 681.17 | +1.89% | +24.89% | (23.00%) |
| 2023 | 688.00 | 668.56 | (2.83%) | +26.19% | (29.02%) |
| 2022 | 573.10 | 688.00 | +20.05% | (18.17%) | +38.22% |
| 2021 | 378.50 | 573.10 | +51.41% | +28.74% | +22.67% |
| 2020 | 398.61 | 378.50 | (5.05%) | +18.37% | (23.42%) |
| 2019 | 307.13 | 398.61 | +29.79% | +31.22% | (1.43%) |
| 2018 | 472.43 | 307.13 | (34.99%) | (4.56%) | (30.43%) |
| 2017 | 376.43 | 472.43 | +25.50% | +21.70% | +3.80% |
