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 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD 8.1% 12.1% 13.4% 18.8%
1 Year 4.0% 10.9% 26.1% 37.5%
3 Years 51.5% 84.5% 76.4% 136.3%
5 Years 32.1% 72.4% 76.5% 157.8%
10 Years 161.2% 293.4% 164.5% 369.3%
Since Inception 165.7% 430.2% 101.9% 402.0%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.9% 22.7% 20.8% 33.2%
5 Years 5.9% 11.6% 12.2% 21.0%
10 Years 10.4% 15.0% 10.4% 16.9%
Since Inception 5.4% 9.4% 3.9% 9.1%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.4% 15.1% 12.1% 12.6%
5 Years 19.6% 19.3% 16.2% 16.4%
10 Years 18.9% 18.8% 16.8% 16.8%
Since Inception 20.6% 20.5% 17.9% 17.8%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.97 1.50 1.72 2.63
5 Years 0.30 0.60 0.75 1.28
10 Years 0.55 0.80 0.62 1.01
Since Inception 0.26 0.46 0.22 0.51

All returns in U.S. Dollars


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