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 10/21/2026
Price Return Total Return
YTD 13.3% 14.1%
1 Year 17.1% 18.2%
3 Years 89.1% 95.9%
5 Years 82.5% 95.8%
10 Years 324.4% 398.8%
Since Inception 529.6% 792.0%

Annualized Returns - through 10/21/2026
Price Return Total Return
3 Years 23.7% 25.1%
5 Years 12.8% 14.4%
10 Years 15.6% 17.4%
Since Inception 10.3% 12.3%

Standard Deviation - through 10/21/2026
Price Return Total Return
3 Years 13.6% 13.7%
5 Years 16.1% 16.1%
10 Years 15.5% 15.5%
Since Inception 15.0% 14.9%

Sharpe Ratio - through 10/21/2026
Price Return Total Return
3 Years 1.74 1.84
5 Years 0.79 0.89
10 Years 1.00 1.12
Since Inception 0.69 0.82

All returns in U.S. Dollars


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