PFG vs TROW
Comparison between Principal Financial Group Inc (PFG, Company) and T. Rowe Price Group Inc (TROW, Company).
Both PFG and TROW are from the Financial Services sector.
5-Year PerformancePFG has outperformed TROW, delivering a return of +13.6% compared to -7.8%
PFG vs TROW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFG vs TROW - Historical Returns
Returns include dividend reinvestment.
PFG vs TROW - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFG | TROW |
|---|---|---|
| 2026 | +17.27% | -1.11% |
| 2025 | +18.35% | -4.96% |
| 2024 | +1.32% | +9.47% |
| 2023 | -2.65% | +3.17% |
| 2022 | +18.61% | -41.61% |
| 2021 | +55.49% | +38.26% |
| 2020 | -6.29% | +24.50% |
| 2019 | +29.23% | +36.33% |
| 2018 | -34.82% | -8.12% |
| 2017 | +23.96% | +42.29% |
| 2016 | +35.95% | +10.49% |
| 2015 | -10.53% | -12.15% |
| 2014 | +9.56% | +6.26% |
| 2013 | +73.71% | +27.63% |
| 2012 | +16.26% | +17.36% |
| 2011 | -24.66% | -11.50% |
| 2010 | +32.83% | +21.08% |
| 2009 | +3.84% | +50.10% |
| 2008 | -65.93% | -38.51% |
| 2007 | +17.59% | +34.89% |
| 2006 | +24.67% | +21.42% |
| 2005 | +18.46% | +18.60% |
| 2004 | +26.09% | +30.46% |
| 2003 | +9.71% | +68.53% |
| 2002 | +27.56% | -19.30% |
| 2001 | +14.29% | -12.10% |
| 2000 | N/A | +21.93% |
| 1999 | N/A | -0.47% |
PFG vs TROW Drawdown Comparison
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The maximum drawdown for TROW was -67.45%, occurring on Mar 5, 2009. Recovery took 558 trading sessions.
The current TROW drawdown is -44.04%.
| Rank | PFG | TROW |
|---|---|---|
| #1 | -91.47% Dec 24, 2007 - Nov 10, 2016 | -67.45% Sep 19, 2008 - Dec 7, 2010 |
| #2 | -64.71% Jan 26, 2018 - May 5, 2021 | -58.20% Aug 31, 2021 - Apr 8, 2025 |
| #3 | -29.31% Nov 11, 2022 - Oct 11, 2024 | -54.10% Sep 14, 2000 - Dec 23, 2003 |
| #4 | -26.00% Jun 28, 2002 - Dec 23, 2002 | -38.06% Feb 19, 2020 - Jul 31, 2020 |
| #5 | -22.42% Oct 17, 2024 - Dec 5, 2025 | -34.39% Feb 18, 2011 - Jan 4, 2013 |
| #6 | -21.12% Feb 9, 2022 - Aug 12, 2022 | -31.38% Jun 12, 2018 - Nov 12, 2019 |
| #7 | -17.66% Apr 27, 2007 - Oct 1, 2007 | -30.15% Nov 16, 2007 - Sep 19, 2008 |
| #8 | -16.25% Dec 23, 2002 - May 15, 2003 | -28.76% Jan 25, 2000 - Jun 5, 2000 |
| #9 | -13.46% Jan 28, 2002 - Apr 4, 2002 | -22.18% Dec 23, 2014 - Jul 14, 2017 |
| #10 | -12.59% Feb 17, 2004 - Oct 4, 2004 | -19.32% Mar 5, 2004 - Oct 28, 2004 |
| #11 | -11.96% Feb 26, 2026 - Apr 22, 2026 | -17.90% Apr 26, 2006 - Aug 15, 2006 |
| #12 | -11.61% Feb 7, 2005 - Jun 27, 2005 | -16.45% Nov 22, 1999 - Jan 25, 2000 |
| #13 | -11.55% Jun 16, 2003 - Dec 2, 2003 | -15.62% Jun 19, 2000 - Sep 13, 2000 |
| #14 | -10.65% May 17, 2021 - Aug 11, 2021 | -15.00% Jan 26, 2018 - May 16, 2018 |
| #15 | -10.58% Sep 12, 2022 - Oct 18, 2022 | -14.97% Aug 8, 2007 - Oct 1, 2007 |
Correlation
Correlation between PFG and TROW is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
PFG vs TROW dividend yield comparison.
| Year | PFG | TROW |
|---|---|---|
| 2026 | 0.77% | 1.28% |
| 2025 | 3.49% | 4.96% |
| 2024 | 3.68% | 4.39% |
| 2023 | 3.30% | 4.53% |
| 2022 | 3.05% | 4.40% |
| 2021 | 3.37% | 3.72% |
| 2020 | 4.52% | 2.38% |
| 2019 | 3.96% | 2.50% |
| 2018 | 4.75% | 3.03% |
| 2017 | 2.65% | 2.17% |
| 2016 | 2.78% | 2.87% |
| 2015 | 3.33% | 5.71% |
| 2014 | 2.46% | 2.05% |
| 2013 | 1.99% | 1.81% |
| 2012 | 2.73% | 3.62% |
| 2011 | 2.85% | 2.18% |
| 2010 | 1.69% | 1.67% |
| 2009 | 2.08% | 1.88% |
| 2008 | 1.99% | 2.71% |
| 2007 | 1.31% | 1.23% |
| 2006 | 1.36% | 1.19% |
| 2005 | 1.37% | 1.35% |
| 2004 | 1.34% | 1.29% |
| 2003 | 1.36% | 1.48% |
| 2002 | 0.83% | 2.38% |
| 2001 | 0.00% | 1.76% |
| 2000 | 0.00% | 1.28% |
| 1999 | 0.00% | 0.35% |
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