MarketGrader US Large Cap 100 Index



Calendar Year Total Returns
INDEX MG US Large Cap 100 (PR) MG US Large Cap 100 (TR)
2025 19.7% 21.1%
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 05/28/2026
Price Return Total Return
YTD 11.7% 12.2%
1 Year 34.2% 35.6%
3 Years 91.0% 98.3%
5 Years 95.6% 110.3%
10 Years 328.7% 406.0%
Since Inception 520.9% 776.7%

Annualized Returns - through 05/28/2026
Price Return Total Return
3 Years 24.1% 25.6%
5 Years 14.4% 16.0%
10 Years 15.7% 17.6%
Since Inception 10.4% 12.5%

Standard Deviation - through 05/28/2026
Price Return Total Return
3 Years 14.0% 14.0%
5 Years 16.2% 16.2%
10 Years 15.5% 15.5%
Since Inception 15.1% 15.1%

Sharpe Ratio - through 05/28/2026
Price Return Total Return
3 Years 1.72 1.82
5 Years 0.89 0.99
10 Years 1.01 1.14
Since Inception 0.69 0.83

All returns in U.S. Dollars


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