PFG monthly performance report
Explore PFG's monthly returns, drawdown, and seasonality trends — updated every month.
PFG monthly report
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Key takeaways
- Principal Financial Group (PFG) closed September 2026 at $116.64, up 5.88% for the month and +45.64% over the trailing 12 months.
- Year-to-date, PFG is +32.23%, outperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +17.16% versus its 200-day moving average ($99.55), a bullish technical signal.
- Over the past three years, PFG has underperformed the S&P 500 by −18.49%, with a relative strength index reading of 89.2.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Principal Financial Group ended September 2026 at $116.64, posting a monthly return of +5.88%. The S&P 500 returned −1.69% over the same window, leaving relative performance at +7.58%.
The current quarter stands at +8.22% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.16% versus the 200-day moving average ($99.55).
Year-to-date, PFG is +32.23% against SPY +10.58%, a gap of +21.65%. The stock is currently −2.03% below its 52-week high, with maximum 3-year drawdown at −23.78%.
| Period | PFG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.46% | −0.44% | −1.02% |
| 1 Week | +2.30% | −1.10% | +3.39% |
| 1 Month | +5.88% | −1.69% | +7.58% |
| 3 Months | +4.98% | −0.10% | +5.08% |
| 6 Months | +32.24% | +13.21% | +19.03% |
| YTD | +32.23% | +10.58% | +21.65% |
| 12 Months | +45.64% | +14.25% | +31.39% |
| 3 Years | +51.58% | +70.07% | −18.49% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +11.99% |
| #2 | Nov 2023 | +9.09% |
| #3 | Feb 2025 | +7.99% |
| #4 | Jan 2026 | +7.38% |
| #5 | Mar 2024 | +6.74% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −12.11% |
| #2 | Dec 2024 | −11.11% |
| #3 | Apr 2024 | −8.31% |
| #4 | Sep 2023 | −7.26% |
| #5 | Oct 2023 | −6.09% |
| Quarter | Return |
|---|---|
| Q2 2025 | −5.86% |
| Q3 2025 | +4.38% |
| Q4 2025 | +6.39% |
| Q1 2026 | +2.15% |
| Q2 2026 | +19.61% |
| Q3 2026 (QTD) | +8.22% |
| Year | Return |
|---|---|
| 2023 | −6.26% |
| 2024 | −1.60% |
| 2025 | +13.95% |
| 2026 | +32.23% |
| Metric | Value |
|---|---|
| 52-Week High | $119.06 (2026-09-16) |
| 52-Week Low | $77.90 (2025-10-17) |
| Current Price | $116.64 |
| 200-Day Moving Average | $99.55 |
| Price vs 200DMA | +17.16% |
| 3-Year Maximum Drawdown | −23.78% (2025-04-08) |
| Current Drawdown from 52W High | −2.03% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 89.2 |
| 3-Year Excess Return vs S&P 500 | −18.49% |
| RS Peak | 101.3 (Sep 2023) |
| RS Trough | 67 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was PFG's return for this report period?
PFG returned +5.88% in the latest monthly window ending 2026-09-16.
Has PFG outperformed SPY year to date?
YTD PFG: +32.23% vs SPY: +10.58%.
What is PFG's 12-month return?
+45.64% over the trailing 12 months.
Is PFG above or below its 200-day moving average?
Price is +17.16% versus 200DMA ($99.55).
What is the maximum drawdown in the 3-year window?
−23.78% on 2025-04-08.