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 07/10/2026
Price Return Total Return
YTD 10.5% 10.8%
1 Year 23.8% 24.8%
3 Years 81.2% 87.6%
5 Years 84.8% 98.1%
10 Years 319.7% 393.6%
Since Inception 514.1% 766.0%

Annualized Returns - through 07/10/2026
Price Return Total Return
3 Years 21.9% 23.3%
5 Years 13.1% 14.7%
10 Years 15.5% 17.4%
Since Inception 10.3% 12.3%

Standard Deviation - through 07/10/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 16.4% 16.3%
10 Years 15.6% 15.5%
Since Inception 15.1% 15.0%

Sharpe Ratio - through 07/10/2026
Price Return Total Return
3 Years 1.55 1.65
5 Years 0.80 0.90
10 Years 1.00 1.12
Since Inception 0.68 0.82

All returns in U.S. Dollars


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