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 04/16/2026
EW PR EW TR MCW PR MCW TR
YTD 6.0% 8.6% 9.0% 12.9%
1 Year 14.1% 22.9% 37.9% 54.0%
3 Years 46.4% 77.9% 68.7% 125.4%
5 Years 36.8% 77.3% 77.4% 157.4%
10 Years 128.7% 243.8% 147.6% 338.6%
Since Inception 160.6% 413.6% 94.0% 377.4%

Annualized Returns - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.7% 21.3% 19.0% 31.0%
5 Years 6.5% 12.1% 12.2% 20.8%
10 Years 8.7% 13.2% 9.6% 16.0%
Since Inception 5.4% 9.3% 3.7% 8.9%

Standard Deviation - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.0% 15.7% 12.8% 13.2%
5 Years 19.9% 19.7% 16.4% 16.5%
10 Years 19.6% 19.4% 16.8% 16.8%
Since Inception 20.8% 20.7% 18.0% 17.9%

Sharpe Ratio - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.85 1.35 1.48 2.35
5 Years 0.33 0.62 0.75 1.26
10 Years 0.45 0.68 0.57 0.95
Since Inception 0.26 0.45 0.21 0.50

All returns in U.S. Dollars


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