(USMC) Principal U.S. - Performance 17.5% in 12m
Compare USMC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.83%
#6 in Group
Rel. Strength
72.75%
#2175 in Universe
Total Return 12m
17.46%
#10 in Group
Total Return 5y
117.06%
#16 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: USMC (17.5%) vs QQQ (15%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.74% | 27.5% | 157% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-0.6% | 15.6% | 121% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-2.48% | 15.9% | 95.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.92% | 14% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.11% | 9.89% | 125% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.47% | 17.5% | 117% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-1.37% | 8.5% | 121% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-0.6% | 12.4% | 121% | - | - | - | - | - |
Performance Comparison: USMC vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for USMC
| Total Return (including Dividends) | USMC | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 0.47% | 1.90% | -0.45% |
| 3 Months | -7.38% | -6.89% | -6.29% |
| 12 Months | 17.46% | 14.97% | 13.04% |
| 5 Years | 117.06% | 130.95% | 111.82% |
| Trend Score (consistency of price movement) | USMC | QQQ | S&P 500 |
| 1 Month | 46.9% | 51.7% | 47.5% |
| 3 Months | -83.5% | -84.2% | -87.3% |
| 12 Months | 67.3% | 42.1% | 54.3% |
| 5 Years | 89.0% | 76.8% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #155 | -1.40% | 0.92% |
| 3 Month | #126 | -0.52% | -1.16% |
| 12 Month | #26 | 2.16% | 3.91% |
| 5 Years | #133 | -6.01% | 2.47% |
FAQs
Does USMC Principal U.S. outperforms the market?
Yes,
over the last 12 months USMC made 17.46%, while its related Sector, the Invesco QQQ Trust (QQQ) made 14.97%.
Over the last 3 months USMC made -7.38%, while QQQ made -6.89%.
Over the last 3 months USMC made -7.38%, while QQQ made -6.89%.
Performance Comparison USMC vs Indeces and Sectors
USMC vs. Indices USMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.25% | 0.92% | 2.87% | 4.42% |
| US NASDAQ 100 | QQQ | -0.67% | -1.43% | 2.16% | 2.49% |
| US Dow Jones Industrial 30 | DIA | 0.79% | 3.32% | 3.63% | 8.19% |
| German DAX 40 | DAX | 0.61% | 0.69% | -15.2% | -7.55% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.90% | 3.68% | 6.57% | 12.5% |
| Hongkong Hang Seng | HSI | 0.65% | 1.99% | 2.34% | 4.53% |
| India NIFTY 50 | INDA | 2.77% | -4.41% | 2.99% | 14.6% |
| Brasil Bovespa | EWZ | 1.88% | -2.36% | -2.83% | 24.2% |
USMC vs. Sectors USMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.10% | 1.07% | -3.11% | -6.0% |
| Consumer Discretionary | XLY | 0.22% | 1.06% | 1.70% | 2.79% |
| Consumer Staples | XLP | 2.31% | 1.29% | -1.23% | 6.52% |
| Energy | XLE | 4.51% | 14.5% | 8.01% | 26.8% |
| Financial | XLF | 1.36% | 2.48% | -4.06% | -5.21% |
| Health Care | XLV | 2.95% | 5.14% | 8.03% | 18.7% |
| Industrial | XLI | -0.07% | 0.17% | 1.83% | 6.77% |
| Materials | XLB | 2.06% | 3.69% | 10.7% | 21.9% |
| Real Estate | XLRE | 0.36% | 1.57% | 2.71% | -0.90% |
| Technology | XLK | -1.31% | -1.96% | 5.82% | 7.02% |
| Utilities | XLU | 1.53% | 0.37% | -1.55% | -3.33% |
| Aerospace & Defense | XAR | -0.78% | -6.51% | -11.0% | -10.0% |
| Biotech | XBI | 0.41% | -5.08% | 18.2% | 22.9% |
| Homebuilder | XHB | 1.52% | 2.55% | 17.8% | 23.6% |
| Retail | XRT | 1.49% | 1.63% | 8.83% | 19.0% |