Performance analysis of USMC (PRINCIPAL U.S. MEGA-CAP ETF)
Annual Return
Over the past 3 years, USMC has had an average annual return of +22.17%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, USMC has had an average annual return of +15.69%, outperforming the benchmark SPY, which returned +14% annual.
Since Oct 12, 2017, USMC has had an average annual return of +15.27%, outperforming the benchmark SPY, which returned +15.24% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.11% | +14.99% | +29.83% | +31.57% | -17.18% | +26.28% | +16.07% | +27.36% | -2.29% | +5.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.05% | -1.04% | -4.04% | +9.71% | +5.47% | +0.36% | +9.11% | ||||||
| 2025 | +3.10% | -1.66% | -6.70% | +0.11% | +5.82% | +4.25% | +0.89% | +2.98% | +5.10% | +1.93% | -0.51% | -0.58% | +14.99% |
| 2024 | +2.74% | +5.46% | +1.38% | -3.78% | +4.69% | +5.18% | -0.46% | +4.10% | +1.68% | -0.09% | +6.23% | -0.23% | +29.83% |
| 2023 | +5.30% | -1.13% | +6.03% | +1.98% | +2.22% | +5.61% | +3.75% | -0.31% | -4.80% | -2.48% | +8.77% | +3.64% | +31.57% |
| 2022 | -4.06% | -3.48% | +4.02% | -7.23% | +0.38% | -7.53% | +8.59% | -5.59% | -9.59% | +7.43% | +6.23% | -5.60% | -17.18% |
| 2021 | -1.43% | +0.31% | +4.67% | +4.48% | +0.69% | +2.69% | +3.28% | +2.74% | -3.92% | +6.71% | -1.26% | +5.14% | +26.28% |
| 2020 | +0.45% | -8.81% | -9.59% | +12.73% | +3.04% | +0.39% | +4.74% | +8.83% | -3.19% | -4.32% | +9.52% | +3.94% | +16.07% |
| 2019 | +6.07% | +3.66% | +1.69% | +3.12% | -5.18% | +6.56% | +1.28% | -1.27% | +1.53% | +1.69% | +3.28% | +2.52% | +27.36% |
| 2018 | +4.93% | -3.44% | -4.21% | -0.15% | +1.77% | +1.66% | +3.90% | +2.98% | +1.55% | -4.48% | +2.41% | -8.31% | -2.29% |
| 2017 | +0.60% | +1.91% | +2.89% | +5.48% |
Drawdown analysis of USMC (PRINCIPAL U.S. MEGA-CAP ETF)
The maximum drawdown for the USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.
Since Oct 12, 2017 USMC has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.97% | Feb 19, 2020 | 23 | Mar 23, 2020 | 103 | Aug 18, 2020 | 126 |
| -24.11% | Dec 29, 2021 | 198 | Oct 12, 2022 | 180 | Jul 3, 2023 | 378 |
| -19.12% | Feb 13, 2025 | 37 | Apr 8, 2025 | 59 | Jul 3, 2025 | 96 |
| -16.19% | Oct 2, 2018 | 57 | Dec 24, 2018 | 59 | Mar 21, 2019 | 116 |
| -11.01% | Jan 29, 2018 | 43 | Apr 2, 2018 | 103 | Aug 27, 2018 | 146 |
| -10.30% | Oct 29, 2025 | 103 | Mar 30, 2026 | 13 | Apr 17, 2026 | 116 |
| -9.27% | Sep 2, 2020 | 41 | Oct 30, 2020 | 21 | Dec 1, 2020 | 62 |
| -9.14% | Jul 31, 2023 | 63 | Oct 27, 2023 | 16 | Nov 20, 2023 | 79 |
| -8.39% | Jul 10, 2024 | 18 | Aug 5, 2024 | 19 | Aug 30, 2024 | 37 |
| -5.90% | Apr 29, 2019 | 24 | Jun 3, 2019 | 11 | Jun 18, 2019 | 35 |
| -5.59% | Jul 26, 2019 | 6 | Aug 5, 2019 | 59 | Oct 28, 2019 | 65 |
| -5.43% | Mar 20, 2024 | 21 | Apr 19, 2024 | 18 | May 15, 2024 | 39 |
| -5.22% | Feb 17, 2021 | 11 | Mar 4, 2021 | 17 | Mar 29, 2021 | 28 |
| -4.45% | Dec 17, 2024 | 17 | Jan 14, 2025 | 6 | Jan 23, 2025 | 23 |
| -4.32% | Sep 3, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -4.05% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.58% | Nov 16, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -3.30% | May 7, 2021 | 3 | May 12, 2021 | 22 | Jun 14, 2021 | 25 |
| -3.03% | Jan 26, 2021 | 3 | Jan 29, 2021 | 5 | Feb 5, 2021 | 8 |
| -2.84% | Jan 22, 2020 | 7 | Jan 31, 2020 | 3 | Feb 5, 2020 | 10 |
| -2.45% | Oct 9, 2025 | 1 | Oct 10, 2025 | 11 | Oct 27, 2025 | 12 |
| -2.41% | Dec 15, 2021 | 3 | Dec 20, 2021 | 3 | Dec 23, 2021 | 6 |
| -2.32% | Oct 29, 2024 | 4 | Nov 4, 2024 | 2 | Nov 6, 2024 | 6 |
| -2.11% | Jul 14, 2021 | 3 | Jul 19, 2021 | 3 | Jul 22, 2021 | 6 |
| -2.11% | Jul 28, 2025 | 4 | Aug 1, 2025 | 3 | Aug 6, 2025 | 7 |