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 06/06/2025
EW PR EW TR MCW PR MCW TR
YTD 13.1% 14.3% 11.0% 13.0%
1 Year 18.4% 21.6% 15.5% 19.9%
3 Years 29.9% 40.8% 18.2% 30.8%
5 Years 90.0% 116.5% 75.7% 105.2%
10 Years 105.2% 167.6% 96.9% 168.2%
Since Inception 112.7% 260.2% 80.2% 212.4%

Annualized Returns - through 06/06/2025
EW PR EW TR MCW PR MCW TR
3 Years 9.1% 12.1% 5.7% 9.4%
5 Years 13.9% 16.9% 12.1% 15.7%
10 Years 7.3% 10.2% 6.9% 10.2%
Since Inception 4.4% 7.6% 3.4% 6.7%

Standard Deviation - through 06/06/2025
EW PR EW TR MCW PR MCW TR
3 Years 16.1% 15.9% 17.1% 17.0%
5 Years 15.7% 15.6% 16.6% 16.5%
10 Years 16.9% 16.8% 16.8% 16.7%
Since Inception 20.4% 20.3% 20.1% 20.0%

Sharpe Ratio - through 06/06/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.56 0.76 0.33 0.55
5 Years 0.88 1.08 0.73 0.95
10 Years 0.43 0.61 0.41 0.61
Since Inception 0.22 0.37 0.17 0.34

All returns in U.S. Dollars


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