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
2025 17.7% 28.2% 38.5% 57.2%
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%
Cumulative Returns - through 06/18/2026
EW PR EW TR MCW PR MCW TR
YTD 7.5% 10.9% 14.7% 19.9%
1 Year 6.0% 12.9% 32.0% 44.1%
3 Years 45.3% 76.5% 75.0% 134.2%
5 Years 37.0% 78.3% 86.4% 171.8%
10 Years 124.8% 237.5% 161.4% 363.0%
Since Inception 164.3% 424.9% 104.1% 406.7%

Annualized Returns - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.0% 20.6% 20.3% 32.6%
5 Years 6.5% 12.3% 13.3% 22.1%
10 Years 9.1% 13.6% 10.7% 17.2%
Since Inception 5.4% 9.4% 3.9% 9.2%

Standard Deviation - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.4% 15.1% 12.2% 12.6%
5 Years 19.6% 19.4% 16.3% 16.4%
10 Years 19.5% 19.4% 16.9% 16.8%
Since Inception 20.7% 20.6% 17.9% 17.9%

Sharpe Ratio - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.84 1.36 1.66 2.58
5 Years 0.33 0.63 0.82 1.35
10 Years 0.47 0.70 0.63 1.02
Since Inception 0.26 0.46 0.22 0.51

All returns in U.S. Dollars


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