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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD 9.3% 9.4% 9.3% 9.7%
1 Year 46.1% 49.4% 45.0% 49.7%
3 Years 73.6% 87.4% 63.7% 80.8%
5 Years 125.7% 155.2% 102.0% 135.2%
10 Years 204.6% 294.6% 196.9% 302.7%
Since Inception 175.0% 372.5% 133.4% 312.9%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.4% 23.5% 18.1% 22.1%
5 Years 17.7% 20.6% 15.1% 18.7%
10 Years 11.8% 14.7% 11.5% 14.9%
Since Inception 5.7% 8.9% 4.8% 8.1%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 12.4% 12.4% 13.8% 13.6%
5 Years 15.6% 15.5% 16.2% 16.1%
10 Years 16.7% 16.6% 16.7% 16.6%
Since Inception 20.2% 20.1% 19.9% 19.8%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.64 1.90 1.32 1.63
5 Years 1.14 1.33 0.93 1.16
10 Years 0.71 0.89 0.69 0.90
Since Inception 0.28 0.44 0.24 0.41

All returns in U.S. Dollars


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