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 04/14/2026
Price Return Total Return
YTD 9.5% 9.9%
1 Year 46.9% 48.4%
3 Years 91.2% 98.7%
5 Years 95.0% 109.9%
10 Years 318.1% 394.2%
Since Inception 508.7% 758.6%

Annualized Returns - through 04/14/2026
Price Return Total Return
3 Years 24.1% 25.7%
5 Years 14.3% 16.0%
10 Years 15.4% 17.3%
Since Inception 10.4% 12.4%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 15.2% 15.2%
5 Years 16.9% 16.9%
10 Years 15.9% 15.8%
Since Inception 15.3% 15.3%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.58 1.69
5 Years 0.84 0.95
10 Years 0.97 1.09
Since Inception 0.68 0.81

All returns in U.S. Dollars


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