PFG monthly performance report
Explore PFG's monthly returns, drawdown, and seasonality trends — updated every month.
PFG monthly report
—
Key takeaways
- Principal Financial Group (PFG) closed November 2026 at $113.55, up 1.72% for the month and +34.19% over the trailing 12 months.
- Year-to-date, PFG is +28.73%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +8.52% versus its 200-day moving average ($104.64), a bullish technical signal.
- Over the past three years, PFG has underperformed the S&P 500 by −7.38%, with a relative strength index reading of 95.7.
- Win rate over the trailing 39 months stands at 66.7% — 26 positive months versus 13 negative months.
Principal Financial Group ended November 2026 at $113.55, posting a monthly return of +1.72%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.90%.
The current quarter stands at +1.42% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +8.52% versus the 200-day moving average ($104.64).
Year-to-date, PFG is +28.73% against SPY +10.62%, a gap of +18.10%. The stock is currently −6.30% below its 52-week high, with maximum 3-year drawdown at −23.78%.
| Period | PFG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.51% | −0.36% | +0.88% |
| 1 Week | +2.38% | +2.59% | −0.21% |
| 1 Month | +1.72% | −0.18% | +1.90% |
| 3 Months | +0.51% | −2.37% | +2.88% |
| 6 Months | +12.68% | +0.83% | +11.85% |
| YTD | +28.73% | +10.62% | +18.10% |
| 12 Months | +34.19% | +12.25% | +21.94% |
| 3 Years | +63.99% | +71.37% | −7.38% |
| 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 |
|---|---|
| Q3 2025 | +4.38% |
| Q4 2025 | +6.39% |
| Q1 2026 | +2.15% |
| Q2 2026 | +19.61% |
| Q3 2026 | +3.88% |
| Q4 2026 (QTD) | +1.42% |
| Year | Return |
|---|---|
| 2023 | −6.26% |
| 2024 | −1.60% |
| 2025 | +13.95% |
| 2026 | +28.73% |
| Metric | Value |
|---|---|
| 52-Week High | $121.18 (2026-09-03) |
| 52-Week Low | $80.00 (2025-11-18) |
| Current Price | $113.55 |
| 200-Day Moving Average | $104.64 |
| Price vs 200DMA | +8.52% |
| 3-Year Maximum Drawdown | −23.78% (2025-04-08) |
| Current Drawdown from 52W High | −6.30% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 95.7 |
| 3-Year Excess Return vs S&P 500 | −7.38% |
| RS Peak | 109.8 (Jan 2024) |
| RS Trough | 73.8 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was PFG's return for this report period?
PFG returned +1.72% in the latest monthly window ending 2026-11-13.
Has PFG outperformed SPY year to date?
YTD PFG: +28.73% vs SPY: +10.62%.
What is PFG's 12-month return?
+34.19% over the trailing 12 months.
Is PFG above or below its 200-day moving average?
Price is +8.52% versus 200DMA ($104.64).
What is the maximum drawdown in the 3-year window?
−23.78% on 2025-04-08.