MarketGrader US Large Cap 100 Index



Calendar Year Total Returns
INDEX MG US Large Cap 100 (PR) MG US Large Cap 100 (TR)
2025 19.0% 20.3%
2024 26.9% 28.6%
2023 26.9% 29.0%
2022 -19.9% -18.4%
2021 26.6% 28.6%
2020 18.5% 20.9%
2019 30.9% 33.3%
2018 -4.2% -2.3%
2017 23.6% 25.9%
2016 7.6% 9.8%
2015 -0.6% 1.4%
2014 12.4% 14.6%
Cumulative Returns - through 12/19/2025
Price Return Total Return
YTD 19.0% 20.3%
1 Year 18.2% 19.6%
3 Years 92.9% 100.9%
5 Years 97.2% 112.5%
10 Years 287.6% 359.7%
Since Inception 452.5% 676.8%

Annualized Returns - through 12/19/2025
Price Return Total Return
3 Years 24.5% 26.2%
5 Years 14.6% 16.3%
10 Years 14.6% 16.6%
Since Inception 10.0% 12.1%

Standard Deviation - through 12/19/2025
Price Return Total Return
3 Years 12.8% 12.8%
5 Years 15.0% 15.0%
10 Years 15.1% 15.0%
Since Inception 14.9% 14.8%

Sharpe Ratio - through 12/19/2025
Price Return Total Return
3 Years 1.91 2.05
5 Years 0.98 1.09
10 Years 0.97 1.11
Since Inception 0.67 0.82

All returns in U.S. Dollars


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