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 03/20/2026
EW PR EW TR MCW PR MCW TR
YTD -1.3% -0.8% -1.3% -0.7%
1 Year 30.5% 33.5% 30.1% 34.4%
3 Years 65.3% 78.5% 59.3% 75.9%
5 Years 88.8% 114.1% 69.8% 98.3%
10 Years 150.3% 225.2% 141.7% 228.5%
Since Inception 148.3% 328.2% 110.8% 273.9%

Annualized Returns - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.2% 21.3% 16.8% 20.7%
5 Years 13.5% 16.4% 11.0% 14.5%
10 Years 9.6% 12.5% 9.2% 12.6%
Since Inception 5.1% 8.3% 4.2% 7.5%

Standard Deviation - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.0% 14.0% 14.9% 14.7%
5 Years 16.3% 16.2% 16.8% 16.7%
10 Years 17.0% 16.9% 17.0% 16.9%
Since Inception 20.3% 20.2% 20.0% 19.9%

Sharpe Ratio - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.30 1.52 1.13 1.41
5 Years 0.83 1.01 0.66 0.87
10 Years 0.57 0.74 0.54 0.75
Since Inception 0.25 0.41 0.21 0.38

All returns in U.S. Dollars


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