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
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%
2013 5.6% 9.1% 6.2% 9.7%
Cumulative Returns - through 07/16/2025
EW PR EW TR MCW PR MCW TR
YTD 16.7% 18.3% 13.7% 16.0%
1 Year 17.3% 20.4% 13.7% 17.9%
3 Years 53.6% 66.3% 39.8% 54.5%
5 Years 100.2% 127.8% 83.9% 114.4%
10 Years 125.4% 193.8% 111.2% 187.3%
Since Inception 119.5% 272.8% 84.6% 220.7%

Annualized Returns - through 07/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 15.9% 19.0% 12.3% 16.1%
5 Years 14.9% 17.9% 13.0% 16.5%
10 Years 8.5% 11.4% 7.8% 11.1%
Since Inception 4.6% 7.8% 3.5% 6.9%

Standard Deviation - through 07/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.9% 14.8% 16.1% 16.0%
5 Years 15.8% 15.7% 16.6% 16.5%
10 Years 16.9% 16.8% 16.8% 16.7%
Since Inception 20.3% 20.3% 20.0% 20.0%

Sharpe Ratio - through 07/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.06 1.28 0.77 1.01
5 Years 0.94 1.14 0.78 1.00
10 Years 0.50 0.68 0.46 0.66
Since Inception 0.23 0.38 0.17 0.35

All returns in U.S. Dollars


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