PFG vs LUV
Comparison between Principal Financial Group Inc (PFG, Company) and Southwest Airlines Company (LUV, Company).
PFG is from the Financial Services sector, while LUV is from the Industrials sector.
5-Year PerformancePFG has outperformed LUV, delivering a return of +15.7% compared to -0.1%
PFG vs LUV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFG vs LUV - Historical Returns
Returns include dividend reinvestment.
PFG vs LUV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFG | LUV |
|---|---|---|
| 2026 | +24.63% | +18.92% |
| 2025 | +18.35% | +26.56% |
| 2024 | +1.32% | +20.78% |
| 2023 | -2.65% | -8.93% |
| 2022 | +18.61% | -23.48% |
| 2021 | +55.49% | -4.88% |
| 2020 | -6.29% | -14.67% |
| 2019 | +29.23% | +16.07% |
| 2018 | -34.82% | -29.11% |
| 2017 | +23.96% | +32.03% |
| 2016 | +35.95% | +19.85% |
| 2015 | -10.53% | +1.56% |
| 2014 | +9.56% | +125.82% |
| 2013 | +73.71% | +81.52% |
| 2012 | +16.26% | +22.22% |
| 2011 | -24.66% | -35.23% |
| 2010 | +32.83% | +16.27% |
| 2009 | +3.84% | +27.72% |
| 2008 | -65.93% | -26.84% |
| 2007 | +17.59% | -21.29% |
| 2006 | +24.67% | -6.65% |
| 2005 | +18.46% | +2.37% |
| 2004 | +26.09% | +2.26% |
| 2003 | +9.71% | +13.79% |
| 2002 | +27.56% | -23.75% |
| 2001 | +14.29% | -17.07% |
| 2000 | N/A | +111.50% |
| 1999 | N/A | -1.49% |
PFG vs LUV Drawdown Comparison
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.
The current PFG drawdown is -3.84%. The current LUV drawdown is -18.07%.
| Rank | PFG | LUV |
|---|---|---|
| #1 | -91.47% Dec 24, 2007 - Nov 10, 2016 | -78.25% Jan 5, 2001 - Mar 4, 2014 |
| #2 | -64.71% Jan 26, 2018 - May 5, 2021 | -64.75% Jan 2, 2018 - Oct 31, 2023 |
| #3 | -29.31% Nov 11, 2022 - Oct 11, 2024 | -30.90% Jan 29, 2015 - Nov 3, 2015 |
| #4 | -26.00% Jun 28, 2002 - Dec 23, 2002 | -29.86% Dec 7, 2015 - Dec 7, 2016 |
| #5 | -22.42% Oct 17, 2024 - Dec 5, 2025 | -20.88% Jul 7, 2017 - Dec 15, 2017 |
| #6 | -21.12% Feb 9, 2022 - Aug 12, 2022 | -18.02% Sep 18, 2014 - Nov 3, 2014 |
| #7 | -17.66% Apr 27, 2007 - Oct 1, 2007 | -16.42% May 8, 2000 - Jul 24, 2000 |
| #8 | -16.25% Dec 23, 2002 - May 15, 2003 | -14.25% Apr 11, 2000 - May 8, 2000 |
| #9 | -13.46% Jan 28, 2002 - Apr 4, 2002 | -13.21% Nov 5, 1999 - Feb 23, 2000 |
| #10 | -12.59% Feb 17, 2004 - Oct 4, 2004 | -11.73% Mar 1, 2017 - May 22, 2017 |
| #11 | -11.96% Feb 26, 2026 - Apr 22, 2026 | -11.25% Aug 11, 2000 - Oct 3, 2000 |
| #12 | -11.61% Feb 7, 2005 - Jun 27, 2005 | -10.49% Feb 29, 2000 - Mar 10, 2000 |
| #13 | -11.55% Jun 16, 2003 - Dec 2, 2003 | -8.88% Jan 2, 2015 - Jan 22, 2015 |
| #14 | -10.65% May 17, 2021 - Aug 11, 2021 | -8.83% Nov 29, 2000 - Dec 27, 2000 |
| #15 | -10.58% Sep 12, 2022 - Oct 18, 2022 | -8.55% Oct 5, 2000 - Oct 19, 2000 |
Correlation
Correlation between PFG and LUV is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
PFG vs LUV dividend yield comparison.
| Year | PFG | LUV |
|---|---|---|
| 2026 | 1.48% | 0.74% |
| 2025 | 3.49% | 1.74% |
| 2024 | 3.68% | 2.14% |
| 2023 | 3.30% | 3.12% |
| 2022 | 3.05% | 0.00% |
| 2021 | 3.37% | 0.00% |
| 2020 | 4.52% | 0.39% |
| 2019 | 3.96% | 1.30% |
| 2018 | 4.75% | 1.30% |
| 2017 | 2.65% | 0.73% |
| 2016 | 2.78% | 0.75% |
| 2015 | 3.33% | 0.66% |
| 2014 | 2.46% | 0.52% |
| 2013 | 1.99% | 0.69% |
| 2012 | 2.73% | 0.34% |
| 2011 | 2.85% | 0.21% |
| 2010 | 1.69% | 0.14% |
| 2009 | 2.08% | 0.16% |
| 2008 | 1.99% | 0.21% |
| 2007 | 1.31% | 0.15% |
| 2006 | 1.36% | 0.12% |
| 2005 | 1.37% | 0.11% |
| 2004 | 1.34% | 0.11% |
| 2003 | 1.36% | 0.11% |
| 2002 | 0.83% | 0.13% |
| 2001 | 0.00% | 0.10% |
| 2000 | 0.00% | 0.07% |
| 1999 | 0.00% | 0.04% |
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