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 16.2% 26.5% 36.7% 55.1%
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 12/15/2025
EW PR EW TR MCW PR MCW TR
YTD 16.2% 26.5% 36.7% 55.1%
1 Year 13.4% 23.5% 34.0% 52.1%
3 Years 48.6% 78.4% 69.4% 121.3%
5 Years 53.6% 95.5% 83.6% 162.0%
10 Years 101.6% 197.8% 122.0% 285.3%
Since Inception 142.8% 366.9% 75.7% 317.0%

Annualized Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.1% 21.3% 19.2% 30.3%
5 Years 9.0% 14.3% 12.9% 21.2%
10 Years 7.3% 11.5% 8.3% 14.4%
Since Inception 5.1% 8.9% 3.2% 8.3%

Standard Deviation - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 15.6% 15.5% 12.3% 13.2%
5 Years 19.4% 19.3% 16.0% 16.4%
10 Years 19.4% 19.4% 16.7% 16.8%
Since Inception 20.7% 20.7% 17.9% 17.9%

Sharpe Ratio - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.90 1.38 1.56 2.30
5 Years 0.46 0.74 0.81 1.30
10 Years 0.38 0.59 0.50 0.86
Since Inception 0.25 0.43 0.18 0.46

All returns in U.S. Dollars


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