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 09/15/2025
EW PR EW TR MCW PR MCW TR
YTD 23.7% 32.9% 32.2% 48.6%
1 Year 20.4% 30.8% 23.4% 41.5%
3 Years 71.8% 105.3% 77.8% 131.3%
5 Years 85.4% 133.8% 99.7% 183.4%
10 Years 113.7% 213.6% 116.0% 274.5%
Since Inception 158.4% 390.3% 70.0% 299.5%

Annualized Returns - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.8% 27.1% 21.1% 32.2%
5 Years 13.1% 18.5% 14.8% 23.2%
10 Years 7.9% 12.1% 8.0% 14.1%
Since Inception 5.5% 9.4% 3.0% 8.1%

Standard Deviation - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.1% 18.9% 16.0% 16.7%
5 Years 19.8% 19.6% 17.4% 17.7%
10 Years 19.4% 19.3% 16.8% 16.9%
Since Inception 20.8% 20.7% 18.1% 18.0%

Sharpe Ratio - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.04 1.43 1.32 1.93
5 Years 0.66 0.94 0.85 1.31
10 Years 0.41 0.63 0.48 0.83
Since Inception 0.26 0.45 0.17 0.45

All returns in U.S. Dollars


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