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