Seasonality
PFG seasonality — Principal Financial Group
Over the last 11 years, PFG's strongest month on average has been November (+6.9%) and its weakest March (-4.7%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +2.91% | +0.78% | 60% | +13.4% | -4.2% | 10 |
| Feb | +1.00% | +1.48% | 60% | +14.8% | -16.2% | 10 |
| Mar | -4.66% | -3.47% | 40% | +6.7% | -29.4% | 10 |
| Apr | +2.19% | +1.85% | 60% | +16.2% | -12.1% | 10 |
| May | -0.44% | +2.53% | 60% | +7.0% | -12.4% | 10 |
| Jun | +2.23% | +1.91% | 60% | +15.9% | -8.4% | 10 |
| Jul | +2.75% | +3.02% | 80% | +9.7% | -2.0% | 10 |
| Aug | -0.36% | -1.73% | 30% | +11.7% | -8.3% | 10 |
| Sep | +0.78% | +2.27% | 60% | +7.4% | -7.3% | 10 |
| Oct | -0.93% | -1.45% | 40% | +22.1% | -19.7% | 10 |
| Nov | +6.90% | +4.78% | 100% | +26.9% | +0.9% | 9 |
| Dec | -1.25% | -0.25% | 40% | +6.6% | -11.1% | 10 |
Monthly returns heat map — PFG
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.4 | 0.7 | -5.6 | 12.0 | 2.7 | 4.0 | 5.5 | -3.1 | 1.6 | -0.3 | -0.6 | +25.7% | |
| 2025 | 6.5 | 8.0 | -5.2 | -12.1 | 5.0 | 2.0 | -2.0 | 3.4 | 3.0 | 1.4 | 0.9 | 4.0 | +13.9% |
| 2024 | 0.6 | 2.2 | 6.7 | -8.3 | 3.7 | -4.4 | 3.9 | -0.1 | 5.5 | -4.1 | 5.7 | -11.1 | -1.6% |
| 2023 | 10.3 | -3.2 | -17.0 | 0.5 | -12.4 | 15.9 | 5.3 | -2.7 | -7.3 | -6.1 | 9.1 | 6.6 | -6.3% |
| 2022 | 1.0 | -3.3 | 3.9 | -7.2 | 7.0 | -8.4 | 0.2 | 11.7 | -3.5 | 22.1 | 1.8 | -6.4 | +16.0% |
| 2021 | -0.7 | 14.8 | 6.0 | 6.5 | 2.4 | -3.4 | -1.7 | 7.5 | -3.6 | 4.2 | 2.2 | 5.5 | +45.8% |
| 2020 | -3.7 | -16.2 | -29.4 | 16.2 | 6.1 | 7.6 | 2.1 | -0.8 | -4.4 | -2.6 | 26.9 | -0.4 | -9.8% |
| 2019 | 13.4 | 5.1 | -4.7 | 13.9 | -9.8 | 12.3 | 0.2 | -8.3 | 7.4 | -6.6 | 3.2 | -0.2 | +24.5% |
| 2018 | -4.2 | -7.8 | -2.3 | -2.8 | -5.8 | -5.1 | 9.7 | -5.0 | 6.2 | -19.7 | 4.8 | -10.4 | -37.4% |
| 2017 | -1.3 | 9.6 | 0.9 | 3.2 | -3.4 | 1.8 | 4.2 | -6.3 | 2.9 | 2.4 | 7.5 | -0.3 | +21.9% |
| 2016 | 0.3 |