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 05/09/2025
EW PR EW TR MCW PR MCW TR
YTD 17.1% 22.1% 16.3% 26.1%
1 Year 19.2% 29.5% 11.5% 27.0%
3 Years 54.7% 81.8% 52.8% 94.3%
5 Years 109.4% 158.3% 104.6% 183.9%
10 Years 95.3% 182.1% 72.4% 192.9%
Since Inception 144.6% 350.6% 49.5% 239.0%

Annualized Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 15.7% 22.0% 15.2% 24.8%
5 Years 15.8% 20.7% 15.2% 23.0%
10 Years 7.0% 11.0% 5.6% 11.4%
Since Inception 5.3% 9.0% 2.3% 7.3%

Standard Deviation - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.2% 21.0% 17.5% 17.8%
5 Years 20.0% 19.8% 17.5% 17.5%
10 Years 19.4% 19.3% 16.8% 16.8%
Since Inception 20.9% 20.9% 18.1% 18.1%

Sharpe Ratio - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.74 1.05 0.87 1.40
5 Years 0.79 1.05 0.87 1.31
10 Years 0.36 0.57 0.33 0.68
Since Inception 0.25 0.43 0.13 0.40

All returns in U.S. Dollars


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