Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFG (Principal Financial Group, Inc.) | 19.35% | 40.57% | 18.99% | 13.42% | 13.08% | 12.60% | 6.49% | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFG (Principal Financial Group, Inc.) | 10/23/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 40.57 | 18.99 | 13.42 | 13.08 | 12.60 | 6.49 | … | … | 19.35 | 19.95 | 1.87 | -2.83 | 20.10 | 51.35 | -5.19 | 29.71 | -34.96 | 24.27 | 33.13 | -10.79 | 8.04 | 77.23 | 19.39 | -22.27 | 38.17 | 8.54 | -66.48 | 18.84 | 25.45 | 17.36 | 25.56 | 11.35 | 26.65 | 14.29 |
| Sharpe Ratio | NA | 1.59 | 0.66 | 0.42 | 0.35 | NA | NA | … | … | 2.14 | 0.61 | -0.08 | -0.24 | 0.60 | 1.81 | -0.08 | 1.15 | -1.32 | 1.48 | 1.14 | -0.43 | 0.38 | 3.81 | 0.78 | -0.48 | 1.00 | 0.08 | -0.60 | 0.53 | 1.60 | 0.91 | 1.27 | 0.43 | 0.69 | 4.09 |
| Standard Deviation(%) | NA | 21.61 | 24.08 | 26.63 | 31.98 | NA | NA | … | … | 22.95 | 28.30 | 20.89 | 26.78 | 31.14 | 28.31 | 65.45 | 24.56 | 27.52 | 15.98 | 28.94 | 25.32 | 20.93 | 20.24 | 25.10 | 46.11 | 38.04 | 109.90 | 111.57 | 29.85 | 13.86 | 16.69 | 19.41 | 24.49 | 36.95 | 25.27 |
| Draw Down(%) | NA | 11.96 | 22.43 | 29.32 | 64.73 | NA | NA | … | … | 11.96 | 21.16 | 17.22 | 28.61 | 21.11 | 10.65 | 57.16 | 14.01 | 43.12 | 10.39 | 23.65 | 23.25 | 16.23 | 9.48 | 21.81 | 38.83 | 30.54 | 75.98 | 86.00 | 17.66 | 6.21 | 11.61 | 12.59 | 16.14 | 26.00 | 4.42 |
| Yield(%) | 0.79 | 4.18 | 4.32 | 4.24 | 5.61 | 6.92 | 3.12 | … | … | 1.81 | 3.98 | 3.60 | 3.10 | 3.50 | 5.05 | 4.02 | 4.91 | 2.98 | 3.19 | 3.66 | 2.90 | 2.63 | 3.37 | 3.09 | 2.09 | 2.20 | 2.12 | 0.66 | 1.52 | 1.68 | 1.60 | 1.67 | 1.47 | 1.05 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFG (Principal Financial Group, Inc.) |
-44.36%
Feb 2006 – Feb 2009 |
-24.95%
Feb 2004 – Feb 2009 |
-0.59%
Jun 2006 – Jun 2016 |
1.16%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFG (Principal Financial Group, Inc.) |
57.20%
Mar 2009 – Mar 2012 |
44.99%
Feb 2009 – Feb 2014 |
24.02%
Feb 2009 – Feb 2019 |
20.77%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart