Growth of $10,000 in USMC
Principal U.S. Mega-Cap ETF · Principal
A $10,000 investment compounding at USMC’s trailing 5-year annualized total return of 14.5% would reach $148,962 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.12% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (20.8%) | At 5-year avg (14.5%) |
|---|---|---|
| 5 years | $25,681 | $19,646 |
| 10 years | $65,952 | $38,596 |
| 15 years | $169,374 | $75,824 |
| 20 years | $434,973 | $148,962 |
| 25 years | $1,117,063 | $292,647 |
| 30 years | $2,868,753 | $574,926 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
Want a different amount, horizon or a side-by-side fund comparison? Open USMC in the interactive calculator →
Frequently Asked Questions
What would $10,000 in USMC be worth in 10 years?
Compounding at its trailing 5-year annualized return of 14.5%, $10,000 in USMC would grow to about $38,596 in 10 years and $148,962 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is USMC's average annual return?
As of Aug 7, 2026, USMC's annualized total returns were 20.8% over 3 years, 14.5% over 5 years — dividends reinvested, net of its 0.12% expense ratio.