Principal Financial Group (PFG) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Principal Financial Group (PFG) ten years ago, at the end of Oct 2016, was worth $29,610 at the end of Oct 2026 with every dividend reinvested: 11.5% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $29,400 reinvested (5.9% a year), or $21,018 taking the dividends as cash, $4,803 of it paid out along the way.
PFG became
$29,400
S&P 500: $72,756
Return a year
5.9%
S&P 500: 11.1%
Payouts reinvested
$6,927
bought more shares
Worst drop
-88.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | PFG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +29.7% | $657 | +11.7% |
| 2025 | +18.4% | $809 | +17.7% |
| 2024 | +1.9% | $693 | +24.9% |
| 2023 | −2.8% | $606 | +26.2% |
| 2022 | +20.1% | $590 | −18.2% |
| 2021 | +51.4% | $524 | +28.7% |
| 2020 | −5.2% | $456 | +18.3% |
| 2019 | +29.7% | $443 | +31.2% |
| 2018 | −35.0% | $405 | −4.6% |
| 2017 | +25.5% | $353 | +21.7% |
| 2016 | +33.1% | $291 | +12.0% |
| 2015 | −10.8% | $258 | +1.2% |
| 2014 | +8.0% | $218 | +13.5% |
| 2013 | +77.2% | $171 | +32.3% |
| 2012 | +19.4% | $131 | +16.0% |
| 2011 | −22.3% | $113 | +1.9% |
| 2010 | +38.2% | $89 | +15.1% |
| 2009 | +8.6% | $76 | +26.4% |
| 2008 | −66.5% | $47 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: PFG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Principal Financial Group (PFG) at the end of Dec 2007, with dividends reinvested, was worth $29,400 at the end of Oct 2026: 5.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, PFG turned $10,000 into $29,610 with dividends reinvested, 11.5% a year.
- Over the 5 years to Oct 2026, PFG returned 14.7% a year with dividends reinvested (S&P 500: 12.0%).
- Taking PFG's dividends as cash instead of reinvesting them, the same $10,000 ended at $21,018, including $4,803 of cash received; reinvesting added $8,381.
- PFG's best calendar year in that time was 2013 (77.2%) and its worst 2008 (-66.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Principal Financial Group (PFG) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/PFG/total-return
PFG total return questions
If I invested $10,000 in PFG 10 years ago, how much would I have?
About $29,610 at the end of Oct 2026, with every dividend reinvested: 11.5% a year. Taking them as cash, you'd have shares worth $20,445 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is PFG's total return since Dec 2007?
194% in total, or 5.9% a year, through Oct 2026 with dividends reinvested. The share price alone rose 62%.
How much of PFG's return came from dividends?
About 56% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $8,381 better off on a $10,000 start.
What was PFG's worst year?
2008, at -66.5% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -88.1%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.