MarketGrader US Large Cap 100 Index



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -7.0% -6.7%
1 Year 17.5% 18.8%
3 Years 71.0% 77.8%
5 Years 73.6% 86.9%
10 Years 260.1% 326.2%
Since Inception 417.0% 628.9%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 19.6% 21.1%
5 Years 11.9% 13.5%
10 Years 13.7% 15.6%
Since Inception 9.4% 11.5%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 12.2% 12.2%
5 Years 15.3% 15.3%
10 Years 15.1% 15.0%
Since Inception 14.8% 14.8%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.61 1.73
5 Years 0.78 0.88
10 Years 0.91 1.04
Since Inception 0.63 0.78

All returns in U.S. Dollars


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