Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USMC (Principal U.S. Mega-Cap ETF) | 8.66% | 23.51% | 22.11% | 15.37% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USMC (Principal U.S. Mega-Cap ETF) | 10/12/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 23.51 | 22.11 | 15.37 | NA | NA | NA | … | … | 8.66 | 14.99 | 29.76 | 31.57 | -17.17 | 26.30 | 16.05 | 27.41 | -2.30 | 5.23 |
| Sharpe Ratio | NA | 1.88 | 1.32 | 0.79 | NA | NA | NA | … | … | 1.55 | 0.66 | 2.05 | 2.14 | -0.82 | 2.20 | 0.49 | 2.16 | -0.21 | 4.07 |
| Standard Deviation(%) | NA | 11.83 | 14.69 | 16.35 | NA | NA | NA | … | … | 13.04 | 18.51 | 12.75 | 13.19 | 22.79 | 11.93 | 32.09 | 11.99 | 17.33 | 6.53 |
| Draw Down(%) | NA | 10.30 | 19.12 | 24.09 | NA | NA | NA | … | … | 9.44 | 19.12 | 8.38 | 9.13 | 24.09 | 5.22 | 29.97 | 5.90 | 16.19 | 0.91 |
| Yield(%) | 0.00 | 0.91 | 1.39 | 1.59 | 2.00 | 1.34 | 1.00 | … | … | 0.21 | 0.90 | 1.28 | 1.75 | 1.44 | 1.92 | 1.76 | 2.56 | 2.17 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMC (Principal U.S. Mega-Cap ETF) |
6.66%
Sep 2019 – Sep 2022 |
8.61%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMC (Principal U.S. Mega-Cap ETF) |
28.01%
Sep 2022 – Sep 2025 |
18.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart