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 10/14/2025
EW PR EW TR MCW PR MCW TR
YTD 13.2% 22.6% 33.3% 50.1%
1 Year 10.7% 20.8% 25.6% 44.2%
3 Years 76.3% 111.4% 96.0% 155.3%
5 Years 62.4% 105.9% 102.9% 187.7%
10 Years 97.1% 190.6% 112.5% 268.9%
Since Inception 136.6% 352.3% 71.3% 303.5%

Annualized Returns - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.8% 28.3% 25.2% 36.7%
5 Years 10.2% 15.5% 15.2% 23.5%
10 Years 7.0% 11.3% 7.8% 13.9%
Since Inception 4.9% 8.8% 3.1% 8.1%

Standard Deviation - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.8% 17.6% 14.5% 15.0%
5 Years 20.1% 19.9% 17.3% 17.6%
10 Years 19.5% 19.4% 16.8% 16.9%
Since Inception 20.8% 20.8% 18.0% 18.0%

Sharpe Ratio - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.17 1.61 1.74 2.44
5 Years 0.51 0.78 0.88 1.34
10 Years 0.36 0.58 0.46 0.82
Since Inception 0.24 0.42 0.17 0.45

All returns in U.S. Dollars


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