Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USMC (Principal U.S. Mega-Cap ETF) | 5.09% | 24.00% | 17.94% | 16.15% | NA | NA | NA | 16.17% |
Data as of 08/04/2025, AR inception is 10/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USMC (Principal U.S. Mega-Cap ETF) | 10/12/2017 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 24.00 | 17.94 | 16.15 | NA | NA | NA | 16.17 | 5.09 | 29.82 | 31.57 | -17.17 | 26.30 | 16.05 | 27.41 | -2.30 | 5.23 |
| Sharpe Ratio | NA | 0.73 | 0.85 | 0.85 | NA | NA | NA | 0.66 | 0.15 | 1.82 | 2.09 | -0.82 | 2.20 | 0.49 | 2.17 | -0.21 | 4.07 |
| Standard Deviation(%) | NA | 19.23 | 16.93 | 16.72 | NA | NA | NA | 18.93 | 22.26 | 12.75 | 13.19 | 22.79 | 11.93 | 32.09 | 11.99 | 17.33 | 6.53 |
| Draw Down(%) | NA | 19.12 | 19.12 | 24.09 | NA | NA | NA | 29.97 | 19.12 | 8.38 | 9.13 | 24.09 | 5.22 | 29.97 | 5.90 | 16.19 | 0.91 |
| Yield(%) | 0.00 | 0.86 | 1.41 | 1.86 | 1.79 | 1.19 | 0.90 | 2.56 | 0.22 | 1.33 | 1.75 | 1.44 | 1.92 | 1.76 | 2.56 | 2.17 | 0.00 |
Data as of 08/04/2025, AR inception 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) |
23.15%
Dec 2018 - Dec 2021 |
18.82%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart