PRINCIPAL U.S. MEGA-CAP ETF

Symbol: USMC

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception Date: 11/10/2017

Latest Date: 02/04/2026

Current Price: $64.47

Expense Ratio: 0.12%

Assets Under Management
$3.1B
1.17% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-3.90%

Volatility

16.63%

Sharpe Ratio

-2.342

VaR 95%

-1.56%

CVaR 95%: -1.62%
Max Drawdown: -7.06%
Sortino Ratio: -4.487
Calmar Ratio: -5.00
Return

-5.30%

Volatility

13.56%

Sharpe Ratio

-1.730

VaR 95%

-1.46%

CVaR 95%: -1.69%
Max Drawdown: -9.65%
Sortino Ratio: -2.769
Calmar Ratio: -2.06
Return

-5.31%

Volatility

13.06%

Sharpe Ratio

-1.076

VaR 95%

-1.39%

CVaR 95%: -1.76%
Max Drawdown: -10.50%
Sortino Ratio: -1.634
Calmar Ratio: -0.99
Return

13.11%

Volatility

17.74%

Sharpe Ratio

0.538

VaR 95%

-1.42%

CVaR 95%: -2.50%
Max Drawdown: -10.50%
Sortino Ratio: 0.704
Calmar Ratio: 1.25
Return

28.96%

Volatility

16.07%

Sharpe Ratio

0.622

VaR 95%

-1.53%

CVaR 95%: -2.36%
Max Drawdown: -19.12%
Sortino Ratio: 0.794
Calmar Ratio: 0.71
Return

66.86%

Volatility

14.74%

Sharpe Ratio

1.022

VaR 95%

-1.38%

CVaR 95%: -2.09%
Max Drawdown: -19.12%
Sortino Ratio: 1.352
Calmar Ratio: 0.98

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.055%

Best Day

8.854%

09/04/2025
Worst Day

-6.148%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $63.72 $64.65 $63.69 $64.47 64,700
01/04/2026 $64.56 $64.90 $64.36 $64.58 53,400
31/03/2026 $63.13 $64.36 $63.13 $64.31 60,400
30/03/2026 $63.15 $63.15 $62.28 $62.53 68,700
27/03/2026 $63.53 $63.53 $62.61 $62.74 229,200
26/03/2026 $64.26 $64.48 $63.66 $63.66 94,000
25/03/2026 $64.83 $64.98 $64.57 $64.73 45,100
24/03/2026 $64.22 $64.76 $64.22 $64.36 105,300
23/03/2026 $65.01 $65.34 $64.61 $64.78 152,700
20/03/2026 $64.74 $64.80 $63.82 $64.09 74,100