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 32.4% 35.4% 30.0% 34.5%
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 12/15/2025
EW PR EW TR MCW PR MCW TR
YTD 32.4% 35.4% 30.0% 34.5%
1 Year 28.9% 32.0% 26.7% 31.3%
3 Years 68.6% 82.1% 55.4% 71.7%
5 Years 101.6% 128.8% 84.1% 114.9%
10 Years 193.4% 281.1% 170.7% 268.1%
Since Inception 149.0% 326.7% 111.1% 271.7%

Annualized Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.0% 22.1% 15.8% 19.7%
5 Years 15.1% 18.0% 13.0% 16.5%
10 Years 11.4% 14.3% 10.5% 13.9%
Since Inception 5.2% 8.4% 4.2% 7.6%

Standard Deviation - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 12.9% 12.9% 14.3% 14.2%
5 Years 15.2% 15.1% 15.9% 15.8%
10 Years 16.7% 16.6% 16.7% 16.6%
Since Inception 20.2% 20.1% 19.9% 19.8%

Sharpe Ratio - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.47 1.72 1.10 1.39
5 Years 0.99 1.19 0.82 1.04
10 Years 0.68 0.86 0.63 0.84
Since Inception 0.26 0.42 0.21 0.38

All returns in U.S. Dollars


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