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 10/20/2026
Price Return Total Return
YTD 16.3% 17.4%
1 Year 20.9% 22.4%
3 Years 93.6% 101.2%
5 Years 85.9% 100.4%
10 Years 324.2% 400.5%
Since Inception 535.0% 800.4%

Annualized Returns - through 10/20/2026
Price Return Total Return
3 Years 24.6% 26.3%
5 Years 13.2% 14.9%
10 Years 15.5% 17.5%
Since Inception 10.3% 12.4%

Standard Deviation - through 10/20/2026
Price Return Total Return
3 Years 12.7% 12.7%
5 Years 15.6% 15.6%
10 Years 15.3% 15.3%
Since Inception 15.0% 14.9%

Sharpe Ratio - through 10/20/2026
Price Return Total Return
3 Years 1.94 2.07
5 Years 0.84 0.95
10 Years 1.01 1.14
Since Inception 0.69 0.83

All returns in U.S. Dollars


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