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 01/29/2026
Price Return Total Return
YTD 1.8% 1.9%
1 Year 18.3% 19.7%
3 Years 86.5% 94.2%
5 Years 100.4% 115.8%
10 Years 316.8% 394.0%
Since Inception 466.0% 696.5%

Annualized Returns - through 01/29/2026
Price Return Total Return
3 Years 22.4% 24.1%
5 Years 14.9% 16.6%
10 Years 15.3% 17.3%
Since Inception 10.1% 12.2%

Standard Deviation - through 01/29/2026
Price Return Total Return
3 Years 11.8% 11.8%
5 Years 15.0% 15.0%
10 Years 14.9% 14.9%
Since Inception 14.8% 14.8%

Sharpe Ratio - through 01/29/2026
Price Return Total Return
3 Years 1.89 2.04
5 Years 0.99 1.10
10 Years 1.03 1.16
Since Inception 0.68 0.83

All returns in U.S. Dollars


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