(USMC) Principal U.S. - Performance 13.2% in 12m
USMC performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
78.64%
#6 in Peer-Group
Rel. Strength
62.53%
#2851 in Stock-Universe
Total Return 12m
13.21%
#18 in Peer-Group
Total Return 5y
121.59%
#7 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 62.98 USD |
| 52 Week Low | 50.76 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 56.77 |
| Buy/Sell Signal +-5 | -0.32 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: USMC (13.2%) vs QQQ (9.3%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
1.48% | 20.8% | 163% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.71% | 9.46% | 152% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
1.39% | 8.05% | 150% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
0.77% | 13.5% | 118% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
1.56% | 13.2% | 122% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-0.17% | 15.4% | 85.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.36% | 12% | 110% | - | - | - | - | - |
| SPHQ NYSE ARCA Invesco SP500 Quality |
-0.1% | 8.64% | 116% | - | - | - | - | - |
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 | 1.56% | 1.48% | 1.11% |
| 3 Months | 6.55% | 9.32% | 5.58% |
| 12 Months | 13.21% | 9.30% | 10.51% |
| 5 Years | 121.59% | 127.76% | 109.12% |
| Trend Score (consistency of price movement) | USMC | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 76.4% | 76.2% | 69.9% |
| 3 Months | 74.5% | 76.2% | 69.3% |
| 12 Months | 57.4% | 37.2% | 43.2% |
| 5 Years | 88.9% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #58 | 0.07% | 0.44% |
| 3 Month | #149 | -2.53% | 0.92% |
| 12 Month | #14 | 3.57% | 2.44% |
| 5 Years | #86 | -2.71% | 5.97% |
FAQs
Does Principal U.S. (USMC) outperform the market?
Yes,
over the last 12 months USMC made 13.21%, while its related Sector, the Invesco QQQ Trust (QQQ) made 9.30%.
Over the last 3 months USMC made 6.55%, while QQQ made 9.32%.
Performance Comparison USMC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
USMC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.4% | 0.5% | -0.4% | 3% |
| US NASDAQ 100 | QQQ | 0.6% | 0.1% | 0.4% | 4% |
| German DAX 40 | DAX | 2.6% | 2.3% | -16.7% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.7% | 2.5% | -2.2% | 2% |
| Hongkong Hang Seng | HSI | -0.1% | -3.5% | -19.4% | -14% |
| India NIFTY 50 | INDA | 2.1% | 2.9% | 0.7% | 15% |
| Brasil Bovespa | EWZ | -2% | 1.1% | -20.6% | 4% |
USMC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.7% | 0.1% | -3.2% | -10% |
| Consumer Discretionary | XLY | 0.9% | 3.4% | 9.5% | -5% |
| Consumer Staples | XLP | 0.7% | 1.8% | -1.9% | 6% |
| Energy | XLE | -5.5% | -1.4% | -4% | 10% |
| Financial | XLF | 2% | 4.1% | -3.2% | -11% |
| Health Care | XLV | -1.6% | -2.8% | 0.1% | 18% |
| Industrial | XLI | 1.4% | 1.2% | -5.9% | -5% |
| Materials | XLB | 1% | 0.2% | -1.2% | 14% |
| Real Estate | XLRE | -0.2% | 0.6% | -1.4% | 0% |
| Technology | XLK | 0.1% | -0.5% | -0.8% | 9% |
| Utilities | XLU | -1% | 1% | -8.7% | -8% |
| Aerospace & Defense | XAR | 1.4% | -4.2% | -17.3% | -29% |
| Biotech | XBI | 0.7% | -6.2% | 10.4% | 21% |
| Homebuilder | XHB | 2% | 6.6% | 15.1% | 23% |
| Retail | XRT | 4.3% | 1.7% | 7.6% | 13% |
USMC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.4% | -17.1% | -10.2% | 10% |
| Natural Gas | UNG | 1.1% | 4.2% | -18.6% | 28% |
| Gold | GLD | -3.2% | -4.6% | -30.5% | -34% |
| Silver | SLV | 1.2% | -9.8% | -20% | -9% |
| Copper | CPER | 2.9% | -0.2% | -15.3% | 5% |
USMC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.1% | 0.9% | 1.1% | 17% |
| iShares High Yield Corp. Bond | HYG | -0.1% | 1.1% | -4.1% | 4% |