(USMC) Principal U.S. - Performance 15.5% in 12m
Compare USMC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.24%
#7 in Group
Rel. Strength
71.68%
#2276 in Universe
Total Return 12m
15.47%
#10 in Group
Total Return 5y
111.30%
#14 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 (15.5%) vs QQQ (12%)
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 |
-3.34% | 24.2% | 150% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-2.86% | 12.9% | 116% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-5.13% | 7.04% | 122% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-5.97% | 6.09% | 118% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.46% | 11.4% | 110% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.91% | 14.2% | 89.9% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-3.64% | 15.5% | 111% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-4.74% | 9.99% | 119% | - | - | - | - | - |
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 | -3.64% | -4.24% | -4.31% |
| 3 Months | -7.85% | -7.96% | -7.85% |
| 12 Months | 15.47% | 12.01% | 10.76% |
| 5 Years | 111.30% | 126.22% | 106.31% |
| Trend Score (consistency of price movement) | USMC | QQQ | S&P 500 |
| 1 Month | -33.6% | -29.1% | -35.6% |
| 3 Months | -88.9% | -88.9% | -89.7% |
| 12 Months | 69.8% | 46.9% | 58.3% |
| 5 Years | 89.0% | 76.9% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #52 | 0.62% | 0.70% |
| 3 Month | #84 | 0.13% | 0.01% |
| 12 Month | #14 | 3.09% | 4.26% |
| 5 Years | #134 | -6.60% | 2.42% |
FAQs
Does USMC Principal U.S. outperforms the market?
Yes,
over the last 12 months USMC made 15.47%, while its related Sector, the Invesco QQQ Trust (QQQ) made 12.01%.
Over the last 3 months USMC made -7.85%, while QQQ made -7.96%.
Over the last 3 months USMC made -7.85%, while QQQ made -7.96%.
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 | 0.66% | 0.67% | 2.98% | 4.71% |
| US NASDAQ 100 | QQQ | -1.30% | 0.60% | 2.98% | 3.46% |
| US Dow Jones Industrial 30 | DIA | 2.73% | 2.14% | 2.72% | 8.49% |
| German DAX 40 | DAX | 3.32% | 0.17% | -15.5% | -8.04% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 7.19% | -0.14% | 4.40% | 6.85% |
| Hongkong Hang Seng | HSI | 2.93% | -0.76% | 1.11% | 1.45% |
| India NIFTY 50 | INDA | 8.09% | -5.20% | 1.38% | 13.7% |
| Brasil Bovespa | EWZ | 0.91% | -5.61% | -1.52% | 21.0% |
USMC vs. Sectors USMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.80% | 1.94% | -5.76% | -6.93% |
| Consumer Discretionary | XLY | -1.69% | 0.40% | -0.18% | 1.12% |
| Consumer Staples | XLP | 8.12% | -6.39% | -2.34% | 5.98% |
| Energy | XLE | 4.01% | 7.99% | 5.41% | 27.4% |
| Financial | XLF | 2.62% | 1.14% | -5.12% | -3.83% |
| Health Care | XLV | 3.68% | 1.33% | 4.99% | 15.2% |
| Industrial | XLI | 2.49% | 0.43% | 2.63% | 8.56% |
| Materials | XLB | 3.91% | 0.87% | 9.87% | 20.8% |
| Real Estate | XLRE | 5.49% | -1.73% | 5.13% | 0.35% |
| Technology | XLK | -3.15% | 0.88% | 7.85% | 9.23% |
| Utilities | XLU | 4.81% | -5.32% | -0.12% | -4.97% |
| Aerospace & Defense | XAR | 1.10% | -3.34% | -8.29% | -11.5% |
| Biotech | XBI | 1.53% | 4.20% | 16.1% | 17.7% |
| Homebuilder | XHB | 2.41% | 2.38% | 18.0% | 23.4% |
| Retail | XRT | 3.45% | -0.71% | 7.10% | 19.1% |