MarketGrader US Large Cap 100 Index



Calendar Year Total Returns
INDEX MG US Large Cap 100 (PR) MG US Large Cap 100 (TR)
2025 16.9% 18.2%
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 11/24/2025
Price Return Total Return
YTD 16.9% 18.1%
1 Year 16.9% 18.3%
3 Years 78.1% 85.6%
5 Years 97.5% 112.9%
10 Years 269.2% 338.3%
Since Inception 442.9% 662.7%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 21.2% 22.9%
5 Years 14.6% 16.3%
10 Years 14.0% 15.9%
Since Inception 9.9% 12.0%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 13.1% 13.2%
5 Years 15.4% 15.4%
10 Years 15.1% 15.0%
Since Inception 14.9% 14.8%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.61 1.74
5 Years 0.94 1.06
10 Years 0.93 1.06
Since Inception 0.66 0.81

All returns in U.S. Dollars


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