MarketGrader US Large Cap 200 Index



Calendar Year Total Returns
INDEX (PR) (TR)
2025 20.2% 21.7%
2024 25.4% 27.1%
2023 24.9% 27.0%
2022 -18.5% -17.0%
2021 26.3% 28.2%
2020 18.2% 20.6%
2019 30.2% 32.7%
2018 -5.2% -3.4%
2017 23.2% 25.4%
2016 8.3% 10.5%
2015 -1.8% 0.2%
2014 12.5% 14.6%
Cumulative Returns - through 03/20/2026
Price Return Total Return
YTD -3.9% -3.6%
1 Year 21.7% 23.3%
3 Years 74.0% 81.3%
5 Years 77.1% 91.2%
10 Years 262.9% 330.4%
Since Inception 424.8% 639.3%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 20.3% 21.9%
5 Years 12.3% 14.0%
10 Years 13.8% 15.7%
Since Inception 9.5% 11.6%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 12.0% 12.0%
5 Years 15.1% 15.1%
10 Years 15.0% 15.0%
Since Inception 15.0% 14.9%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.70 1.83
5 Years 0.81 0.93
10 Years 0.92 1.05
Since Inception 0.64 0.78

All returns in U.S. Dollars


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