MarketGrader US Large Cap 100 Index



Calendar Year Total Returns
INDEX MG US Large Cap 100 (PR) MG US Large Cap 100 (TR)
2024 30.1% 31.8%
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 12/26/2024
Price Return Total Return
YTD 30.1% 31.8%
1 Year 29.7% 31.4%
3 Years 31.3% 37.7%
5 Years 97.9% 115.0%
10 Years 224.0% 287.7%
Since Inception 376.2% 561.9%

Annualized Returns - through 12/26/2024
Price Return Total Return
3 Years 9.9% 11.7%
5 Years 14.6% 16.5%
10 Years 12.5% 14.5%
Since Inception 9.6% 11.8%

Standard Deviation - through 12/26/2024
Price Return Total Return
3 Years 16.6% 16.6%
5 Years 17.3% 17.3%
10 Years 15.0% 15.0%
Since Inception 14.9% 14.9%

Sharpe Ratio - through 12/26/2024
Price Return Total Return
3 Years 0.60 0.71
5 Years 0.84 0.96
10 Years 0.83 0.97
Since Inception 0.64 0.79

All returns in U.S. Dollars


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