MarketGrader Canada Large Cap 40 Index



Calendar Year Total Returns
INDEX MG Canada Large Cap 40 (PR) - EW MG Canada Large Cap 40 (TR) - EW MG Canada Large Cap 40 (PR) - MCW MG Canada Large Cap 40 (TR) - MCW
2025 33.9% 37.0% 31.5% 36.2%
2024 9.1% 12.1% 6.6% 10.2%
2023 16.8% 19.9% 12.7% 16.2%
2022 -3.6% -0.9% -4.9% -2.1%
2021 25.1% 28.0% 24.7% 27.9%
2020 2.0% 5.5% 2.7% 6.7%
2019 23.8% 26.8% 21.2% 24.6%
2018 -18.7% -16.3% -18.3% -15.8%
2017 13.0% 15.8% 16.4% 19.6%
2016 24.3% 27.3% 24.3% 27.9%
2015 -21.7% -19.4% -22.2% -19.4%
2014 -1.0% 2.2% 0.0% 3.2%
Cumulative Returns - through 01/06/2026
EW PR EW TR MCW PR MCW TR
YTD 1.5% 1.5% 1.5% 1.4%
1 Year 35.0% 38.1% 31.8% 36.5%
3 Years 68.3% 81.6% 56.6% 72.8%
5 Years 103.9% 131.2% 84.7% 115.2%
10 Years 208.7% 300.3% 191.0% 294.1%
Since Inception 155.4% 338.2% 116.7% 281.9%

Annualized Returns - through 01/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 19.0% 22.0% 16.1% 20.0%
5 Years 15.3% 18.2% 13.1% 16.6%
10 Years 11.9% 14.9% 11.3% 14.7%
Since Inception 5.3% 8.5% 4.4% 7.7%

Standard Deviation - through 01/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 12.4% 12.4% 13.7% 13.6%
5 Years 15.2% 15.1% 15.9% 15.8%
10 Years 16.5% 16.4% 16.6% 16.5%
Since Inception 20.1% 20.1% 19.9% 19.8%

Sharpe Ratio - through 01/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.53 1.78 1.17 1.47
5 Years 1.01 1.20 0.82 1.05
10 Years 0.72 0.91 0.68 0.89
Since Inception 0.26 0.42 0.22 0.39

All returns in U.S. Dollars


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