Principal Financial Group (PFG) seasonality heatmap
Returns across monthly, quarterly, and yearly periods. Cell color encodes signed magnitude; the scale auto-fits each table.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.4% | +0.7% | -4.7% | +12.0% | +2.7% | +7.2% | — | — | — | — | — | — |
| 2025 | +6.5% | +8.0% | -4.4% | -12.1% | +5.0% | +3.0% | -2.0% | +3.4% | +4.0% | +1.4% | +0.9% | +5.0% |
| 2024 | +0.6% | +2.2% | +7.7% | -8.3% | +3.7% | -3.5% | +3.9% | -0.1% | +6.4% | -4.1% | +5.7% | -10.4% |
| 2023 | +10.3% | -3.2% | -16.3% | +0.5% | -11.5% | +15.9% | +5.3% | -2.7% | -6.5% | -6.1% | +10.1% | +6.6% |
| 2022 | +1.0% | -3.3% | +5.0% | -7.2% | +7.0% | -7.6% | +0.2% | +11.7% | -2.7% | +22.2% | +2.5% | -6.4% |
| 2021 | -0.7% | +15.9% | +6.0% | +6.5% | +2.4% | -2.5% | -1.7% | +8.6% | -3.6% | +4.2% | +3.2% | +5.5% |
| 2020 | -3.7% | -15.1% | -29.4% | +16.2% | +7.5% | +7.6% | +2.1% | +0.5% | -4.4% | -2.6% | +27.0% | +0.8% |
| 2019 | +13.4% | +5.1% | -3.7% | +13.9% | -8.9% | +12.3% | +0.2% | -8.3% | +8.5% | -6.6% | +3.2% | +0.8% |
| 2018 | -4.2% | -7.8% | -1.5% | -2.8% | -5.8% | -4.2% | +9.7% | -5.0% | +7.2% | -19.7% | +5.9% | -10.4% |
| 2017 | -1.3% | +9.5% | +1.6% | +3.2% | -3.4% | +2.6% | +4.2% | -5.6% | +2.9% | +2.3% | +7.5% | +0.4% |
| 2016 | -15.5% | -0.5% | +5.3% | +8.2% | +4.4% | -6.9% | +13.4% | +6.1% | +5.0% | +6.0% | +5.7% | +1.1% |
| 2015 | -9.6% | +9.0% | +1.1% | -0.5% | +1.1% | -0.1% | +8.2% | -9.3% | -5.3% | +6.0% | +2.6% | -12.0% |
| 2014 | -11.7% | +4.1% | +2.0% | +1.8% | -0.1% | +8.6% | -1.6% | +9.3% | -2.8% | -0.2% | +1.7% | -1.9% |
| 2013 | +8.7% | +1.9% | +8.4% | +6.1% | +5.5% | -1.1% | +15.8% | -5.6% | +5.3% | +10.8% | +6.7% | -2.1% |
| 2012 | +11.0% | +1.3% | +7.4% | -6.2% | -10.6% | +6.8% | -2.5% | +7.2% | -1.1% | +2.3% | -1.5% | +5.9% |
| 2011 | +0.6% | +4.6% | -6.3% | +5.1% | -7.4% | -2.7% | -9.2% | -8.3% | -10.6% | +13.7% | -3.7% | +2.0% |
| 2010 | -4.1% | +0.7% | +25.8% | +0.0% | -6.9% | -13.8% | +9.3% | -10.0% | +12.5% | +3.5% | +3.6% | +19.6% |
| 2009 | -26.5% | -51.8% | +2.4% | +99.8% | +35.8% | -15.1% | +25.8% | +19.8% | -3.6% | -8.6% | +3.3% | -5.3% |
| 2008 | -13.4% | -7.3% | +0.9% | -3.7% | +0.4% | -22.1% | +1.3% | +7.7% | -5.0% | -56.3% | -25.7% | +63.5% |
| 2007 | +4.9% | -1.2% | -1.7% | +6.0% | -4.2% | -4.1% | -3.3% | -1.6% | +13.7% | +7.3% | -1.9% | +5.1% |
| 2006 | -0.6% | +3.3% | +0.2% | +5.1% | +6.5% | +1.8% | -3.0% | -1.4% | +2.0% | +4.1% | +3.6% | +1.7% |
| 2005 | -0.9% | -3.8% | -1.3% | +1.5% | +2.0% | +5.0% | +4.9% | +4.2% | +3.4% | +4.7% | +3.4% | -6.4% |
| 2004 | +4.9% | +4.3% | -1.6% | -1.0% | -1.0% | -0.5% | -2.3% | +2.1% | +3.6% | +5.0% | +1.2% | +8.7% |
| 2003 | -5.1% | -3.6% | -1.5% | +7.2% | +9.1% | +1.6% | +1.1% | -3.5% | -1.5% | +1.2% | +7.1% | -0.1% |
| 2002 | +6.0% | -4.2% | +3.8% | +9.9% | +9.4% | +2.0% | -7.4% | +2.2% | -10.7% | +7.2% | +4.3% | +3.9% |
| 2001 | — | — | — | — | — | — | — | — | — | — | +2.1% | +4.5% |
| Avg | -0.9% | -1.2% | +0.2% | +6.5% | +1.7% | -0.7% | +3.0% | +0.9% | +0.7% | -0.1% | +3.1% | +3.2% |
| Median | -0.6% | +0.7% | +0.9% | +3.2% | +2.0% | -0.3% | +1.2% | +0.2% | +0.5% | +2.9% | +3.3% | +1.1% |
| Last 5Y Avg | +5.2% | +0.9% | -2.5% | -3.0% | +1.4% | +1.0% | +1.2% | +4.2% | -0.5% | +3.5% | +4.5% | +0.0% |
| Std Dev (σ) | 9.3% | 12.3% | 9.6% | 20.7% | 9.4% | 8.6% | 7.8% | 7.5% | 6.6% | 14.5% | 8.2% | 14.3% |
| Consistency (μ/σ) | -0.09 | -0.10 | 0.02 | 0.31 | 0.18 | -0.08 | 0.39 | 0.12 | 0.11 | -0.01 | 0.38 | 0.22 |
| Win Rate (%) | 48% | 56% | 56% | 64% | 60% | 46% | 63% | 50% | 50% | 67% | 84% | 64% |
| Winning / Losing Months | ▲12▼13 | ▲14▼11 | ▲14▼11 | ▲16▼9 | ▲15▼10 | ▲11▼13 | ▲15▼9 | ▲12▼12 | ▲12▼12 | ▲16▼8 | ▲21▼4 | ▲16▼9 |
| Longest Win / Loss Streak | ▲5▼5 | ▲6▼3 | ▲6▼3 | ▲3▼2 | ▲3▼3 | ▲2▼5 | ▲6▼2 | ▲3▼3 | ▲4▼4 | ▲6▼3 | ▲13▼2 | ▲3▼3 |
| Best | +13.4%in January 2019 | +15.9%in February 2021 | +25.8%in March 2010 | +99.8%in April 2009 | +35.8%in May 2009 | +15.9%in June 2023 | +25.8%in July 2009 | +19.8%in August 2009 | +13.7%in September 2007 | +22.2%in October 2022 | +27.0%in November 2020 | +63.5%in December 2008 |
| Worst | -26.5%in January 2009 | -51.8%in February 2009 | -29.4%in March 2020 | -12.1%in April 2025 | -11.5%in May 2023 | -22.1%in June 2008 | -9.2%in July 2011 | -10.0%in August 2010 | -10.7%in September 2002 | -56.3%in October 2008 | -25.7%in November 2008 | -12.0%in December 2015 |
−56.3%+99.8%
2026
Jan+7.4%
Feb+0.7%
Mar-4.7%
Apr+12.0%
May+2.7%
Jun+7.2%
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan+6.5%
Feb+8.0%
Mar-4.4%
Apr-12.1%
May+5.0%
Jun+3.0%
Jul-2.0%
Aug+3.4%
Sep+4.0%
Oct+1.4%
Nov+0.9%
Dec+5.0%
2024
Jan+0.6%
Feb+2.2%
Mar+7.7%
Apr-8.3%
May+3.7%
Jun-3.5%
Jul+3.9%
Aug-0.1%
Sep+6.4%
Oct-4.1%
Nov+5.7%
Dec-10.4%
2023
Jan+10.3%
Feb-3.2%
Mar-16.3%
Apr+0.5%
May-11.5%
Jun+15.9%
Jul+5.3%
Aug-2.7%
Sep-6.5%
Oct-6.1%
Nov+10.1%
Dec+6.6%
2022
Jan+1.0%
Feb-3.3%
Mar+5.0%
Apr-7.2%
May+7.0%
Jun-7.6%
Jul+0.2%
Aug+11.7%
Sep-2.7%
Oct+22.2%
Nov+2.5%
Dec-6.4%
2021
Jan-0.7%
Feb+15.9%
Mar+6.0%
Apr+6.5%
May+2.4%
Jun-2.5%
Jul-1.7%
Aug+8.6%
Sep-3.6%
Oct+4.2%
Nov+3.2%
Dec+5.5%
2020
Jan-3.7%
Feb-15.1%
Mar-29.4%
Apr+16.2%
May+7.5%
Jun+7.6%
Jul+2.1%
Aug+0.5%
Sep-4.4%
Oct-2.6%
Nov+27.0%
Dec+0.8%
2019
Jan+13.4%
Feb+5.1%
Mar-3.7%
Apr+13.9%
May-8.9%
Jun+12.3%
Jul+0.2%
Aug-8.3%
Sep+8.5%
Oct-6.6%
Nov+3.2%
Dec+0.8%
2018
Jan-4.2%
Feb-7.8%
Mar-1.5%
Apr-2.8%
May-5.8%
Jun-4.2%
Jul+9.7%
Aug-5.0%
Sep+7.2%
Oct-19.7%
Nov+5.9%
Dec-10.4%
2017
Jan-1.3%
Feb+9.5%
Mar+1.6%
Apr+3.2%
May-3.4%
Jun+2.6%
Jul+4.2%
Aug-5.6%
Sep+2.9%
Oct+2.3%
Nov+7.5%
Dec+0.4%
2016
Jan-15.5%
Feb-0.5%
Mar+5.3%
Apr+8.2%
May+4.4%
Jun-6.9%
Jul+13.4%
Aug+6.1%
Sep+5.0%
Oct+6.0%
Nov+5.7%
Dec+1.1%
2015
Jan-9.6%
Feb+9.0%
Mar+1.1%
Apr-0.5%
May+1.1%
Jun-0.1%
Jul+8.2%
Aug-9.3%
Sep-5.3%
Oct+6.0%
Nov+2.6%
Dec-12.0%
2014
Jan-11.7%
Feb+4.1%
Mar+2.0%
Apr+1.8%
May-0.1%
Jun+8.6%
Jul-1.6%
Aug+9.3%
Sep-2.8%
Oct-0.2%
Nov+1.7%
Dec-1.9%
2013
Jan+8.7%
Feb+1.9%
Mar+8.4%
Apr+6.1%
May+5.5%
Jun-1.1%
Jul+15.8%
Aug-5.6%
Sep+5.3%
Oct+10.8%
Nov+6.7%
Dec-2.1%
2012
Jan+11.0%
Feb+1.3%
Mar+7.4%
Apr-6.2%
May-10.6%
Jun+6.8%
Jul-2.5%
Aug+7.2%
Sep-1.1%
Oct+2.3%
Nov-1.5%
Dec+5.9%
2011
Jan+0.6%
Feb+4.6%
Mar-6.3%
Apr+5.1%
May-7.4%
Jun-2.7%
Jul-9.2%
Aug-8.3%
Sep-10.6%
Oct+13.7%
Nov-3.7%
Dec+2.0%
2010
Jan-4.1%
Feb+0.7%
Mar+25.8%
Apr+0.0%
May-6.9%
Jun-13.8%
Jul+9.3%
Aug-10.0%
Sep+12.5%
Oct+3.5%
Nov+3.6%
Dec+19.6%
2009
Jan-26.5%
Feb-51.8%
Mar+2.4%
Apr+99.8%
May+35.8%
Jun-15.1%
Jul+25.8%
Aug+19.8%
Sep-3.6%
Oct-8.6%
Nov+3.3%
Dec-5.3%
2008
Jan-13.4%
Feb-7.3%
Mar+0.9%
Apr-3.7%
May+0.4%
Jun-22.1%
Jul+1.3%
Aug+7.7%
Sep-5.0%
Oct-56.3%
Nov-25.7%
Dec+63.5%
2007
Jan+4.9%
Feb-1.2%
Mar-1.7%
Apr+6.0%
May-4.2%
Jun-4.1%
Jul-3.3%
Aug-1.6%
Sep+13.7%
Oct+7.3%
Nov-1.9%
Dec+5.1%
2006
Jan-0.6%
Feb+3.3%
Mar+0.2%
Apr+5.1%
May+6.5%
Jun+1.8%
Jul-3.0%
Aug-1.4%
Sep+2.0%
Oct+4.1%
Nov+3.6%
Dec+1.7%
2005
Jan-0.9%
Feb-3.8%
Mar-1.3%
Apr+1.5%
May+2.0%
Jun+5.0%
Jul+4.9%
Aug+4.2%
Sep+3.4%
Oct+4.7%
Nov+3.4%
Dec-6.4%
2004
Jan+4.9%
Feb+4.3%
Mar-1.6%
Apr-1.0%
May-1.0%
Jun-0.5%
Jul-2.3%
Aug+2.1%
Sep+3.6%
Oct+5.0%
Nov+1.2%
Dec+8.7%
2003
Jan-5.1%
Feb-3.6%
Mar-1.5%
Apr+7.2%
May+9.1%
Jun+1.6%
Jul+1.1%
Aug-3.5%
Sep-1.5%
Oct+1.2%
Nov+7.1%
Dec-0.1%
2002
Jan+6.0%
Feb-4.2%
Mar+3.8%
Apr+9.9%
May+9.4%
Jun+2.0%
Jul-7.4%
Aug+2.2%
Sep-10.7%
Oct+7.2%
Nov+4.3%
Dec+3.9%
2001
Jan—
Feb—
Mar—
Apr—
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov+2.1%
Dec+4.5%
Avg
Jan-0.9%
Feb-1.2%
Mar+0.2%
Apr+6.5%
May+1.7%
Jun-0.7%
Jul+3.0%
Aug+0.9%
Sep+0.7%
Oct-0.1%
Nov+3.1%
Dec+3.2%
Median
Jan-0.6%
Feb+0.7%
Mar+0.9%
Apr+3.2%
May+2.0%
Jun-0.3%
Jul+1.2%
Aug+0.2%
Sep+0.5%
Oct+2.9%
Nov+3.3%
Dec+1.1%
Last 5Y Avg
Jan+5.2%
Feb+0.9%
Mar-2.5%
Apr-3.0%
May+1.4%
Jun+1.0%
Jul+1.2%
Aug+4.2%
Sep-0.5%
Oct+3.5%
Nov+4.5%
Dec+0.0%
Std Dev (σ)
Jan9.3%
Feb12.3%
Mar9.6%
Apr20.7%
May9.4%
Jun8.6%
Jul7.8%
Aug7.5%
Sep6.6%
Oct14.5%
Nov8.2%
Dec14.3%
Consistency (μ/σ)
Jan-0.09
Feb-0.10
Mar0.02
Apr0.31
May0.18
Jun-0.08
Jul0.39
Aug0.12
Sep0.11
Oct-0.01
Nov0.38
Dec0.22
Win Rate (%)
Jan48%
Feb56%
Mar56%
Apr64%
May60%
Jun46%
Jul63%
Aug50%
Sep50%
Oct67%
Nov84%
Dec64%
Winning / Losing Months
Jan▲12▼13
Feb▲14▼11
Mar▲14▼11
Apr▲16▼9
May▲15▼10
Jun▲11▼13
Jul▲15▼9
Aug▲12▼12
Sep▲12▼12
Oct▲16▼8
Nov▲21▼4
Dec▲16▼9
Longest Win / Loss Streak
Jan▲5▼5
Feb▲6▼3
Mar▲6▼3
Apr▲3▼2
May▲3▼3
Jun▲2▼5
Jul▲6▼2
Aug▲3▼3
Sep▲4▼4
Oct▲6▼3
Nov▲13▼2
Dec▲3▼3
Best
Jan+13.4%2019
Feb+15.9%2021
Mar+25.8%2010
Apr+99.8%2009
May+35.8%2009
Jun+15.9%2023
Jul+25.8%2009
Aug+19.8%2009
Sep+13.7%2007
Oct+22.2%2022
Nov+27.0%2020
Dec+63.5%2008
Worst
Jan-26.5%2009
Feb-51.8%2009
Mar-29.4%2020
Apr-12.1%2025
May-11.5%2023
Jun-22.1%2008
Jul-9.2%2011
Aug-10.0%2010
Sep-10.7%2002
Oct-56.3%2008
Nov-25.7%2008
Dec-12.0%2015
−56.3%+99.8%
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