MarketGrader US Large Cap 100 Index



Calendar Year Total Returns
INDEX MG US Large Cap 100 (PR) MG US Large Cap 100 (TR)
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%
2013 27.2% 29.8%
Cumulative Returns - through 07/02/2025
Price Return Total Return
YTD 6.3% 7.0%
1 Year 10.1% 11.7%
3 Years 70.2% 78.0%
5 Years 106.0% 122.5%
10 Years 239.7% 305.0%
Since Inception 393.5% 590.6%

Annualized Returns - through 07/02/2025
Price Return Total Return
3 Years 19.4% 21.2%
5 Years 15.6% 17.4%
10 Years 13.0% 15.0%
Since Inception 9.5% 11.6%

Standard Deviation - through 07/02/2025
Price Return Total Return
3 Years 15.5% 15.5%
5 Years 15.9% 15.9%
10 Years 15.4% 15.3%
Since Inception 15.0% 14.9%

Sharpe Ratio - through 07/02/2025
Price Return Total Return
3 Years 1.25 1.37
5 Years 0.98 1.09
10 Years 0.85 0.98
Since Inception 0.63 0.78

All returns in U.S. Dollars


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