(USMC) Principal U.S. - Performance 12.3% in 12m
Compare USMC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
88.99%
#11 in Group
Rel. Strength
69.42%
#2348 in Universe
Total Return 12m
12.34%
#8 in Group
Total Return 5y
142.84%
#34 in Group
12m Total Return: USMC (12.3%) vs QQQ (6.9%)
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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
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 | -4.77% | -4.76% | -3.62% |
| 3 Months | -4.45% | -7.22% | -3.76% |
| 12 Months | 12.34% | 6.89% | 8.80% |
| 5 Years | 142.84% | 166.01% | 143.09% |
| Trend Score (consistency of price movement) | USMC | QQQ | S&P 500 |
| 1 Month | -13.6% | -32.9% | -17.5% |
| 3 Months | -52.3% | -60.7% | -55.3% |
| 12 Months | 89.3% | 76.4% | 84.8% |
| 5 Years | 89.1% | 77.1% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #112 | -0.01% | -1.19% |
| 3 Month | #51 | 2.99% | -0.71% |
| 12 Month | #7 | 5.10% | 3.25% |
| 5 Years | #145 | -8.71% | -0.11% |
FAQs
Does USMC Principal U.S. outperforms the market?
Yes,
over the last 12 months USMC made 12.34%, while its related Sector, the Invesco QQQ Trust (QQQ) made 6.89%.
Over the last 3 months USMC made -4.45%, while QQQ made -7.22%.
Over the last 3 months USMC made -4.45%, while QQQ made -7.22%.
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 | -0.51% | -1.15% | 1.85% | 3.54% |
| US NASDAQ 100 | QQQ | 1.18% | -0.01% | 2.61% | 5.45% |
| US Dow Jones Industrial 30 | DIA | -1.57% | -2.06% | 0.82% | 4.48% |
| German DAX 40 | DAX | -0.43% | -1.96% | -15.9% | -10.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.50% | -5.04% | 10.1% | 3.26% |
| Hongkong Hang Seng | HSI | -3.31% | -7.25% | 6.24% | -5.85% |
| India NIFTY 50 | INDA | -1.13% | -11.6% | 12.8% | 12.5% |
| Brasil Bovespa | EWZ | -1.97% | -13.1% | 8.45% | 23.6% |
USMC vs. Sectors USMC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.40% | -0.63% | -6.14% | -6.26% |
| Consumer Discretionary | XLY | 0.08% | 0.85% | 0.68% | 2.05% |
| Consumer Staples | XLP | -6.98% | -3.22% | 0.98% | 1.56% |
| Energy | XLE | -3.86% | -12.6% | -5.25% | 10.3% |
| Financial | XLF | -1.68% | -1.27% | -10.1% | -8.27% |
| Health Care | XLV | -1.70% | -0.97% | 6.78% | 12.9% |
| Industrial | XLI | -1.04% | -3.15% | 3.07% | 5.32% |
| Materials | XLB | -2.78% | -4.46% | 10.5% | 17.4% |
| Real Estate | XLRE | -4.39% | -1.62% | 5.18% | 0.77% |
| Technology | XLK | 1.71% | -0.05% | 6.38% | 12.1% |
| Utilities | XLU | -5.80% | -5.12% | 2.55% | -12.5% |
| Aerospace & Defense | XAR | 1.83% | -4.46% | -1.25% | -4.92% |
| Biotech | XBI | 7.21% | 3.92% | 21.3% | 28.9% |
| Homebuilder | XHB | -0.61% | -3.28% | 22.6% | 23.4% |
| Retail | XRT | -2.09% | -2.12% | 8.62% | 21.8% |