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 08/06/2025
Price Return Total Return
YTD 8.5% 9.3%
1 Year 22.9% 24.4%
3 Years 58.9% 66.3%
5 Years 95.9% 111.7%
10 Years 231.7% 295.3%
Since Inception 393.1% 588.7%

Annualized Returns - through 08/06/2025
Price Return Total Return
3 Years 16.6% 18.4%
5 Years 14.4% 16.2%
10 Years 12.7% 14.7%
Since Inception 9.5% 11.5%

Standard Deviation - through 08/06/2025
Price Return Total Return
3 Years 15.0% 15.0%
5 Years 15.8% 15.8%
10 Years 15.4% 15.3%
Since Inception 15.1% 15.0%

Sharpe Ratio - through 08/06/2025
Price Return Total Return
3 Years 1.10 1.22
5 Years 0.91 1.03
10 Years 0.83 0.96
Since Inception 0.63 0.76

All returns in U.S. Dollars


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