MarketGrader US Large Cap 100 Index



Calendar Year Total Returns
INDEX MG US Large Cap 100 (PR) MG US Large Cap 100 (TR)
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%
2013 27.2% 29.8%
Cumulative Returns - through 03/11/2025
Price Return Total Return
YTD -6.3% -6.0%
1 Year 9.2% 10.6%
3 Years 37.2% 43.6%
5 Years 111.2% 129.0%
10 Years 202.6% 261.3%
Since Inception 335.2% 506.8%

Annualized Returns - through 03/11/2025
Price Return Total Return
3 Years 10.9% 12.6%
5 Years 16.2% 18.1%
10 Years 11.8% 13.8%
Since Inception 8.9% 11.0%

Standard Deviation - through 03/11/2025
Price Return Total Return
3 Years 16.7% 16.7%
5 Years 17.2% 17.1%
10 Years 15.2% 15.1%
Since Inception 15.0% 14.9%

Sharpe Ratio - through 03/11/2025
Price Return Total Return
3 Years 0.65 0.76
5 Years 0.94 1.06
10 Years 0.78 0.91
Since Inception 0.60 0.74

All returns in U.S. Dollars


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