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 11/03/2025
EW PR EW TR MCW PR MCW TR
YTD 14.1% 23.6% 33.7% 50.6%
1 Year 13.5% 23.9% 28.7% 47.9%
3 Years 68.6% 102.1% 86.8% 143.3%
5 Years 69.1% 114.4% 112.7% 201.5%
10 Years 93.3% 184.9% 108.5% 261.2%
Since Inception 138.5% 356.2% 71.8% 305.0%

Annualized Returns - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.0% 26.4% 23.2% 34.5%
5 Years 11.1% 16.5% 16.3% 24.7%
10 Years 6.8% 11.0% 7.6% 13.7%
Since Inception 5.0% 8.8% 3.1% 8.1%

Standard Deviation - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.5% 17.3% 14.1% 14.8%
5 Years 20.0% 19.9% 17.0% 17.3%
10 Years 19.4% 19.4% 16.7% 16.8%
Since Inception 20.8% 20.7% 18.0% 18.0%

Sharpe Ratio - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.09 1.53 1.64 2.33
5 Years 0.55 0.83 0.96 1.43
10 Years 0.35 0.57 0.46 0.82
Since Inception 0.24 0.42 0.17 0.45

All returns in U.S. Dollars


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