Principal Financial Group Inc
Provider: Exchange
| Annualised Return | 9.49% |
| Realised Volatility | 39.22% |
| Downside Volatility | 28.61% |
| Max Drawdown | -88.13% |
| Winning months | 59.47% |
| Sharpe Ratio | 0.24 |
| Sortino Ratio | 0.33 |
| Calmar Ratio | 0.11 |
| Viking Ratio | 0.31 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.38% | 0.74% | -4.72% | 11.99% | 2.69% | 4.84% | 5.49% | -3.11% | 2.41% | -0.29% | 29.69% | ||
| 2025 | 6.51% | 7.99% | -4.38% | -12.11% | 5.04% | 2.98% | -2.01% | 3.44% | 3.99% | 1.36% | 0.93% | 4.98% | 18.38% |
| 2024 | 0.55% | 2.23% | 7.67% | -8.31% | 3.66% | -3.54% | 3.9% | -0.11% | 6.45% | -4.07% | 5.69% | -10.36% | 1.87% |
| 2023 | 10.28% | -3.23% | -16.27% | 0.5% | -11.53% | 15.86% | 5.31% | -2.7% | -6.47% | -6.09% | 10.08% | 6.56% | -2.83% |
| 2022 | 1.01% | -3.31% | 4.96% | -7.18% | 7.03% | -7.61% | 0.22% | 11.68% | -2.65% | 22.15% | 2.49% | -6.42% | 20.1% |
| 2021 | -0.69% | 15.95% | 5.97% | 6.52% | 2.38% | -2.47% | -1.68% | 8.55% | -3.61% | 4.18% | 3.15% | 5.47% | 51.35% |
| 2020 | -3.73% | -15.15% | -29.4% | 16.18% | 7.55% | 7.56% | 2.14% | 0.52% | -4.37% | -2.61% | 26.95% | 0.77% | -5.19% |
| 2019 | 13.36% | 5.13% | -3.67% | 13.89% | -8.87% | 12.31% | 0.21% | -8.3% | 8.5% | -6.58% | 3.22% | 0.83% | 29.71% |
| 2018 | -4.2% | -7.8% | -1.46% | -2.77% | -5.78% | -4.21% | 9.69% | -4.98% | 7.18% | -19.66% | 5.93% | -10.44% | -34.96% |
| 2017 | -1.33% | 9.55% | 1.63% | 3.2% | -3.41% | 2.59% | 4.18% | -5.63% | 2.91% | 2.35% | 7.5% | 0.37% | 25.52% |
| 2016 | -15.52% | -0.5% | 5.35% | 8.19% | 4.41% | -6.92% | 13.43% | 6.11% | 4.97% | 6% | 5.66% | 1.05% | 33.13% |
| 2015 | -9.65% | 9.03% | 1.11% | -0.49% | 1.11% | -0.06% | 8.23% | -9.3% | -5.23% | 5.96% | 2.59% | -11.94% | -10.79% |
| 2014 | -11.64% | 4.09% | 2.03% | 1.85% | -0.15% | 8.65% | -1.58% | 9.28% | -2.75% | -0.19% | 1.72% | -1.87% | 8.04% |
| 2013 | 8.73% | 1.93% | 8.42% | 6.08% | 5.48% | -1.06% | 15.78% | -5.63% | 5.31% | 10.84% | 6.68% | -2.09% | 77.23% |
| 2012 | 11.02% | 1.28% | 7.41% | -6.24% | -10.59% | 6.8% | -2.44% | 7.23% | -1.06% | 2.23% | -1.42% | 5.84% | 19.39% |
| 2011 | 0.64% | 4.55% | -6.28% | 5.11% | -7.35% | -2.72% | -9.17% | -8.22% | -10.61% | 13.72% | -3.7% | 1.95% | -22.27% |
| 2010 | -4.12% | 0.69% | 25.85% | 0.03% | -6.95% | -13.79% | 9.26% | -10% | 12.45% | 3.55% | 3.53% | 19.53% | 38.17% |
| 2009 | -26.5% | -51.84% | 2.38% | 99.75% | 35.86% | -15.14% | 25.8% | 19.83% | -3.56% | -8.58% | 3.33% | -5.32% | 8.54% |
| 2008 | -13.41% | -7.35% | 0.89% | -3.7% | 0.41% | -22.1% | 1.29% | 7.72% | -5.02% | -56.33% | -25.66% | 63.43% | -66.48% |
| 2007 | 4.96% | -1.2% | -1.64% | 6.05% | -4.24% | -4.13% | -3.26% | -1.6% | 13.7% | 7.26% | -1.91% | 5.12% | 18.86% |
| 2006 | -0.57% | 3.31% | 0.16% | 5.14% | 6.51% | 1.83% | -2.96% | -1.41% | 1.95% | 4.07% | 3.63% | 1.65% | 25.46% |
| 2005 | -0.88% | -3.84% | -1.36% | 1.53% | 2.07% | 5.04% | 4.89% | 4.21% | 3.43% | 4.77% | 3.4% | -6.39% | 17.33% |
| 2004 | 4.93% | 4.32% | -1.57% | -0.93% | -0.99% | -0.49% | -2.27% | 2.12% | 3.63% | 4.98% | 1.21% | 8.65% | 25.57% |
| 2003 | -5.08% | -3.6% | -1.56% | 7.22% | 9.14% | 1.54% | 1.09% | -3.5% | -1.49% | 1.16% | 7.13% | -0.12% | 11.33% |
| 2002 | 6.04% | -4.28% | 3.86% | 9.88% | 9.35% | 1.97% | -7.39% | 2.16% | -10.74% | 7.14% | 4.32% | 3.9% | 26.68% |
| 2001 | 1.67% | 2% | 4.58% | 8.45% |