MarketGrader UK 50 Index



Calendar Year Total Returns
INDEX MG UK Large Cap 50 (PR) - EW MG UK Large Cap 50 (TR) - EW MG UK Large Cap 50 (PR) - MCW MG UK Large Cap 50 (TR) - MCW
2024 7.4% 14.3% 5.0% 16.5%
2023 20.1% 24.3% 18.2% 22.6%
2022 -21.7% -19.1% -8.3% -4.8%
2021 24.4% 27.5% 16.5% 22.0%
2020 11.5% 14.4% 2.6% 7.1%
2019 34.8% 38.8% 25.2% 31.0%
2018 -16.0% -12.9% -17.5% -14.2%
2017 26.1% 30.1% 26.0% 30.6%
2016 -13.9% -11.6% -9.4% -6.0%
2015 8.4% 11.9% 1.2% 5.5%
2014 -4.7% -1.4% -11.5% -7.9%
2013 22.3% 26.3% 16.2% 20.4%
Cumulative Returns - through 03/13/2025
EW PR EW TR MCW PR MCW TR
YTD 5.4% 7.4% 8.7% 12.7%
1 Year 11.8% 20.8% 10.9% 26.1%
3 Years 24.9% 44.2% 35.0% 65.0%
5 Years 108.3% 152.3% 116.7% 188.9%
10 Years 91.9% 172.8% 76.6% 189.1%
Since Inception 120.2% 296.2% 39.7% 202.9%

Annualized Returns - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 8.2% 13.5% 10.5% 18.2%
5 Years 15.8% 20.3% 16.7% 23.6%
10 Years 6.7% 10.6% 5.9% 11.2%
Since Inception 4.7% 8.3% 2.0% 6.6%

Standard Deviation - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.3% 21.0% 17.8% 18.0%
5 Years 21.7% 21.5% 19.2% 19.0%
10 Years 19.3% 19.2% 17.0% 16.9%
Since Inception 20.9% 20.9% 18.2% 18.1%

Sharpe Ratio - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.39 0.64 0.59 1.01
5 Years 0.73 0.94 0.87 1.24
10 Years 0.35 0.55 0.35 0.66
Since Inception 0.22 0.40 0.11 0.36

All returns in U.S. Dollars


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