MarketGrader US Large Cap 200 Index



Calendar Year Total Returns
INDEX MG US Large Cap 200 (PR) MG US Large Cap 200 (TR)
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%
2013 28.3% 30.9%
Cumulative Returns - through 05/09/2025
Price Return Total Return
YTD -5.5% -5.0%
1 Year 5.9% 7.3%
3 Years 42.2% 49.0%
5 Years 94.4% 110.2%
10 Years 186.2% 241.6%
Since Inception 329.5% 498.3%

Annualized Returns - through 05/09/2025
Price Return Total Return
3 Years 12.4% 14.2%
5 Years 14.2% 16.0%
10 Years 11.0% 13.0%
Since Inception 8.7% 10.8%

Standard Deviation - through 05/09/2025
Price Return Total Return
3 Years 15.9% 15.9%
5 Years 15.5% 15.5%
10 Years 15.2% 15.1%
Since Inception 15.1% 15.0%

Sharpe Ratio - through 05/09/2025
Price Return Total Return
3 Years 0.78 0.90
5 Years 0.91 1.03
10 Years 0.72 0.86
Since Inception 0.58 0.72

All returns in U.S. Dollars


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