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 05/02/2025
Price Return Total Return
YTD -5.1% -4.7%
1 Year 8.5% 10.0%
3 Years 40.1% 46.7%
5 Years 102.0% 118.4%
10 Years 197.9% 255.9%
Since Inception 340.7% 515.2%

Annualized Returns - through 05/02/2025
Price Return Total Return
3 Years 11.9% 13.6%
5 Years 15.2% 17.0%
10 Years 11.6% 13.6%
Since Inception 8.9% 11.0%

Standard Deviation - through 05/02/2025
Price Return Total Return
3 Years 15.8% 15.8%
5 Years 15.6% 15.6%
10 Years 15.2% 15.1%
Since Inception 14.9% 14.9%

Sharpe Ratio - through 05/02/2025
Price Return Total Return
3 Years 0.75 0.86
5 Years 0.97 1.09
10 Years 0.76 0.90
Since Inception 0.60 0.74

All returns in U.S. Dollars


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