Principal Financial Group Inc (PFG) Daily/Weekly Backtest Results

Signal:                
                   
              [ What are these? | Switch to PFG's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Scores:           Market sector score:       [ What are these scores? ]
Expectancy: 5.70%.   Win rate: 66.67%.   Sharpe Ratio: -0.428.   Maximum drawdown: -54.36% on 23 March 2020.
Mean CAGR: 27.38%. Time in market: 1332 days.   Hypothetical return: $1000 would be worth $1182.22 on 23 November 2020.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Principal Financial Group

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 6 signal(s) occurring before 05 August 2024 for a 7.5% profit target: (66.67% * 8.34%) + (33.33% * 0.40%) - (0% * 0%) = 5.70%.
Wins: 4 Breakevens: 2 Losses: 0

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

Principal Financial Group Analysis

Market sector: Financials.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

Most Recent Buy Signals
Date Signal Type Scores Performance
Signal Sector WR Speed Risk Overall 5% 6% 7.5%
24 June 2026 Gap Down 88 43 100 88 64 76 schedule schedule schedule
09 June 2026 Oversold Rebound 41 63 100 88 64 56 select_check_box electric_boltelectric_bolt schedule schedule
04 June 2026 Oversold Rebound 43 86 100 88 64 63 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
02 June 2026 Double Seven 43 81 100 88 64 62 schedule schedule schedule
17 April 2026 Mega Dump Lite 47 76 100 85 63 64 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
24 March 2026 Double Seven 50 83 100 85 63 68 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
19 March 2026 Williams %R (Weekly) 39 76 100 85 67 58 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
17 March 2026 Mega Dump Lite 48 72 100 85 67 63 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
11 March 2026 50 Day Low 59 66 100 85 69 69 select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
23 February 2026 Gap Down 44 61 100 86 69 57 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt

52 Week Low Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each 52 week low entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Date Buy Signal Price Scores Performance (mouseover for details)
Signal Sector WR Speed Risk Overall 5% 6% 7.5% 10% 20%
07 April 2025 52 Week Low $ 71.42 90 92 100 72 62 95 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
27 February 2020 52 Week Low $ 46.17 53 83 100 92 92 70 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
06 December 2018 52 Week Low $ 42.02 68 83 100 95 94 80 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
23 October 2018 52 Week Low $ 47.51 58 73 100 95 92 71 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
25 June 2018 52 Week Low $ 50.45 37 66 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
01 May 2018 52 Week Low $ 53.21 22 71 select_check_box select_check_box select_check_box select_check_box select_check_box
26 March 2018 52 Week Low $ 53.42 27 76 select_check_box select_check_box select_check_box select_check_box select_check_box

 

The data for Principal Financial Group Inc (exchange: XNAS symbol: PFG) was last updated 13 Aug 2026 08:56. Data for this stock is available from 01 Apr 2016 - 12 Aug 2026.