MarketGrader US Large Cap 200 Index



Calendar Year Total Returns
INDEX MG US Large Cap 200 (PR) MG US Large Cap 200 (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 01/29/2026
Price Return Total Return
YTD 3.2% 3.3%
1 Year 20.0% 21.5%
3 Years 84.8% 92.7%
5 Years 101.5% 117.4%
10 Years 313.0% 390.1%
Since Inception 463.8% 692.2%

Annualized Returns - through 01/29/2026
Price Return Total Return
3 Years 22.1% 23.8%
5 Years 15.0% 16.8%
10 Years 15.2% 17.2%
Since Inception 10.0% 12.1%

Standard Deviation - through 01/29/2026
Price Return Total Return
3 Years 11.8% 11.8%
5 Years 15.0% 14.9%
10 Years 14.9% 14.9%
Since Inception 15.0% 14.9%

Sharpe Ratio - through 01/29/2026
Price Return Total Return
3 Years 1.88 2.02
5 Years 1.00 1.12
10 Years 1.02 1.16
Since Inception 0.67 0.81

All returns in U.S. Dollars


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