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 11/03/2025
EW PR EW TR MCW PR MCW TR
YTD 22.9% 25.2% 19.1% 23.0%
1 Year 18.8% 21.8% 15.0% 19.4%
3 Years 60.3% 73.3% 44.3% 59.7%
5 Years 101.9% 129.2% 85.4% 116.3%
10 Years 148.3% 222.6% 128.5% 211.0%
Since Inception 131.0% 294.6% 93.5% 240.0%

Annualized Returns - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.0% 20.1% 13.0% 16.9%
5 Years 15.1% 18.0% 13.1% 16.7%
10 Years 9.5% 12.4% 8.6% 12.0%
Since Inception 4.8% 8.0% 3.8% 7.1%

Standard Deviation - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 12.9% 12.9% 14.4% 14.3%
5 Years 15.4% 15.4% 16.3% 16.2%
10 Years 16.6% 16.5% 16.6% 16.5%
Since Inception 20.2% 20.1% 19.9% 19.8%

Sharpe Ratio - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.31 1.56 0.90 1.18
5 Years 0.98 1.17 0.81 1.03
10 Years 0.57 0.75 0.52 0.73
Since Inception 0.24 0.40 0.19 0.36

All returns in U.S. Dollars


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