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 04/18/2025
EW PR EW TR MCW PR MCW TR
YTD 9.3% 13.3% 9.5% 15.3%
1 Year 18.4% 28.8% 11.7% 28.8%
3 Years 28.2% 49.9% 30.6% 61.7%
5 Years 100.2% 145.8% 96.7% 165.4%
10 Years 92.6% 177.6% 69.0% 180.2%
Since Inception 128.3% 318.0% 40.7% 210.1%

Annualized Returns - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 8.6% 14.4% 9.3% 17.4%
5 Years 14.9% 19.7% 14.5% 21.6%
10 Years 6.8% 10.7% 5.4% 10.9%
Since Inception 4.9% 8.6% 2.0% 6.7%

Standard Deviation - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.2% 21.0% 17.7% 18.0%
5 Years 20.1% 19.9% 17.7% 17.7%
10 Years 19.3% 19.2% 16.8% 16.8%
Since Inception 20.9% 20.8% 18.1% 18.1%

Sharpe Ratio - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.41 0.69 0.53 0.97
5 Years 0.74 0.99 0.82 1.22
10 Years 0.35 0.56 0.32 0.65
Since Inception 0.23 0.41 0.11 0.37

All returns in U.S. Dollars


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