LUV vs PFG
Comparison between Southwest Airlines Company (LUV, Company) and Principal Financial Group Inc (PFG, Company).
LUV is from the Industrials sector, while PFG is from the Financial Services sector.
5-Year PerformancePFG has outperformed LUV, delivering a return of +16.6% compared to -1.1%
LUV vs PFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LUV vs PFG - Historical Returns
Returns include dividend reinvestment.
LUV vs PFG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LUV | PFG |
|---|---|---|
| 2026 | +18.63% | +26.52% |
| 2025 | +26.56% | +18.35% |
| 2024 | +20.78% | +1.32% |
| 2023 | -8.93% | -2.65% |
| 2022 | -23.48% | +18.61% |
| 2021 | -4.88% | +55.49% |
| 2020 | -14.67% | -6.29% |
| 2019 | +16.07% | +29.23% |
| 2018 | -29.11% | -34.82% |
| 2017 | +32.03% | +23.96% |
| 2016 | +19.85% | +35.95% |
| 2015 | +1.56% | -10.53% |
| 2014 | +125.82% | +9.56% |
| 2013 | +81.52% | +73.71% |
| 2012 | +22.22% | +16.26% |
| 2011 | -35.23% | -24.66% |
| 2010 | +16.27% | +32.83% |
| 2009 | +27.72% | +3.84% |
| 2008 | -26.84% | -65.93% |
| 2007 | -21.29% | +17.59% |
| 2006 | -6.65% | +24.67% |
| 2005 | +2.37% | +18.46% |
| 2004 | +2.26% | +26.09% |
| 2003 | +13.79% | +9.71% |
| 2002 | -23.75% | +27.56% |
| 2001 | -17.07% | +14.29% |
| 2000 | +111.50% | N/A |
| 1999 | -1.49% | N/A |
LUV vs PFG Drawdown Comparison
The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The current LUV drawdown is -18.27%.
| Rank | LUV | PFG |
|---|---|---|
| #1 | -78.25% Jan 5, 2001 - Mar 4, 2014 | -91.47% Dec 24, 2007 - Nov 10, 2016 |
| #2 | -64.75% Jan 2, 2018 - Oct 31, 2023 | -64.71% Jan 26, 2018 - May 5, 2021 |
| #3 | -30.90% Jan 29, 2015 - Nov 3, 2015 | -29.31% Nov 11, 2022 - Oct 11, 2024 |
| #4 | -29.86% Dec 7, 2015 - Dec 7, 2016 | -26.00% Jun 28, 2002 - Dec 23, 2002 |
| #5 | -20.88% Jul 7, 2017 - Dec 15, 2017 | -22.42% Oct 17, 2024 - Dec 5, 2025 |
| #6 | -18.02% Sep 18, 2014 - Nov 3, 2014 | -21.12% Feb 9, 2022 - Aug 12, 2022 |
| #7 | -16.42% May 8, 2000 - Jul 24, 2000 | -17.66% Apr 27, 2007 - Oct 1, 2007 |
| #8 | -14.25% Apr 11, 2000 - May 8, 2000 | -16.25% Dec 23, 2002 - May 15, 2003 |
| #9 | -13.21% Nov 5, 1999 - Feb 23, 2000 | -13.46% Jan 28, 2002 - Apr 4, 2002 |
| #10 | -11.73% Mar 1, 2017 - May 22, 2017 | -12.59% Feb 17, 2004 - Oct 4, 2004 |
| #11 | -11.25% Aug 11, 2000 - Oct 3, 2000 | -11.96% Feb 26, 2026 - Apr 22, 2026 |
| #12 | -10.49% Feb 29, 2000 - Mar 10, 2000 | -11.61% Feb 7, 2005 - Jun 27, 2005 |
| #13 | -8.88% Jan 2, 2015 - Jan 22, 2015 | -11.55% Jun 16, 2003 - Dec 2, 2003 |
| #14 | -8.83% Nov 29, 2000 - Dec 27, 2000 | -10.65% May 17, 2021 - Aug 11, 2021 |
| #15 | -8.55% Oct 5, 2000 - Oct 19, 2000 | -10.58% Sep 12, 2022 - Oct 18, 2022 |
Correlation
Correlation between LUV and PFG is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
LUV vs PFG dividend yield comparison.
| Year | LUV | PFG |
|---|---|---|
| 2026 | 0.74% | 1.46% |
| 2025 | 1.74% | 3.49% |
| 2024 | 2.14% | 3.68% |
| 2023 | 3.12% | 3.30% |
| 2022 | 0.00% | 3.05% |
| 2021 | 0.00% | 3.37% |
| 2020 | 0.39% | 4.52% |
| 2019 | 1.30% | 3.96% |
| 2018 | 1.30% | 4.75% |
| 2017 | 0.73% | 2.65% |
| 2016 | 0.75% | 2.78% |
| 2015 | 0.66% | 3.33% |
| 2014 | 0.52% | 2.46% |
| 2013 | 0.69% | 1.99% |
| 2012 | 0.34% | 2.73% |
| 2011 | 0.21% | 2.85% |
| 2010 | 0.14% | 1.69% |
| 2009 | 0.16% | 2.08% |
| 2008 | 0.21% | 1.99% |
| 2007 | 0.15% | 1.31% |
| 2006 | 0.12% | 1.36% |
| 2005 | 0.11% | 1.37% |
| 2004 | 0.11% | 1.34% |
| 2003 | 0.11% | 1.36% |
| 2002 | 0.13% | 0.83% |
| 2001 | 0.10% | 0.00% |
| 2000 | 0.07% | 0.00% |
| 1999 | 0.04% | 0.00% |
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