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 06/04/2025
Price Return Total Return
YTD 0.4% 1.0%
1 Year 9.7% 11.2%
3 Years 46.4% 53.3%
5 Years 94.2% 109.9%
10 Years 205.0% 263.9%
Since Inception 356.2% 536.1%

Annualized Returns - through 06/04/2025
Price Return Total Return
3 Years 13.7% 15.4%
5 Years 14.2% 16.0%
10 Years 11.8% 13.8%
Since Inception 9.1% 11.2%

Standard Deviation - through 06/04/2025
Price Return Total Return
3 Years 16.3% 16.3%
5 Years 15.7% 15.7%
10 Years 15.3% 15.3%
Since Inception 15.1% 15.0%

Sharpe Ratio - through 06/04/2025
Price Return Total Return
3 Years 0.84 0.95
5 Years 0.90 1.02
10 Years 0.77 0.90
Since Inception 0.60 0.74

All returns in U.S. Dollars


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