Principal Financial Group Inc (PFG) Growth of $10K (Lump Sum & DCA)PFGPrincipal Financial Group IncNASDAQFinancials$111.96$-2.01 -1.76%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$31,026+$21,026 · +210.26%
Total invested$10,000
Annualised (CAGR)+12.01%
Max drawdown-62.51%
SIP · Monthly122 contributions
$100 every month
$26,165+$13,965 · +114.47%
Total invested$12,200
Money-weighted (XIRR)+14.64%
Max drawdown-50.42%
SIP · Biweekly261 contributions
$100 every two weeks
$56,042+$29,942 · +114.72%
Total invested$26,100
Money-weighted (XIRR)+14.71%
Max drawdown-51.61%
Best 12-month stretch+146.60%Mar 2020 → Mar 2021
Worst 12-month stretch-48.19%Apr 2019 → Mar 2020
Deepest drawdown-62.51%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,747on $10,000, trailing 10 years
Growth of your contributions
It would be worth$57,191after your settings in PFG
Profit+$34,991+157.62% on money in
Annualised return+12.84%Money-weighted (XIRR)
Deepest dip-54.26%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.05% | +1.75% | +26.21% | +37.49% | +21.31% p.a. | +14.21% p.a. | +12.01% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +11.55% | +25.52% | -33.30% | +26.27% | -5.03% | +51.35% | +20.10% | -2.83% | +2.53% | +19.23% | +28.31% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,464 | +$1,164 | +11.30% |
| 2017 | $11,500 | $15,729 | +$4,229 | +36.77% |
| 2018 | $12,800 | $11,570 | -$1,230 | -9.61% |
| 2019 | $14,000 | $15,851 | +$1,851 | +13.22% |
| 2020 | $15,200 | $16,563 | +$1,363 | +8.97% |
| 2021 | $16,400 | $26,475 | +$10,075 | +61.44% |
| 2022 | $17,600 | $33,162 | +$15,562 | +88.42% |
| 2023 | $18,800 | $33,483 | +$14,683 | +78.10% |
| 2024 | $20,100 | $35,601 | +$15,501 | +77.12% |
| 2025 | $21,300 | $43,791 | +$22,491 | +105.59% |
| 2026 (YTD) | $22,200 | $57,191 | +$34,991 | +157.62% |