Seasonal Analysis for Principal Financial Group, Inc. (PFG)
The following two tables show the seasonal performance of Principal Financial Group, Inc., with the stock symbol PFG. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 55.00% | 50.00% | 70.00% | 65.00% |
| Median Return | 1.74% | 0.68% | 3.78% | 8.33% |
| Average Return | 8.47% | 9.56% | 6.31% | 11.26% |
| Maximum Gain | 21.51% | 130.32% | 45.38% | 25.62% |
| Gain Year | 2010 | 2009 | 2009 | 2010 |
| Maximum Loss | -63.76% | -24.68% | -25.48% | -48.10% |
| Loss Year | 2009 | 2008 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 60.00% | 60.00% | 52.50% | 67.50% |
| Median Return | 6.13% | 2.38% | 1.51% | 6.13% |
| Average Return | 9.88% | 7.50% | 8.97% | 8.34% |
| Maximum Gain | 25.62% | 130.32% | 130.32% | 45.38% |
| Gain Year | 2010 | 2009 | 2009 | 2009 |
| Maximum Loss | -63.76% | -25.48% | -63.76% | -48.10% |
| Loss Year | 2009 | 2011 | 2009 | 2008 |
| Based on the past 20 years (2006-2025) | ||||