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 10/17/2025
Price Return Total Return
YTD 14.3% 15.4%
1 Year 15.3% 16.8%
3 Years 85.4% 93.6%
5 Years 99.6% 115.5%
10 Years 259.4% 327.4%
Since Inception 419.1% 627.0%

Annualized Returns - through 10/17/2025
Price Return Total Return
3 Years 22.8% 24.6%
5 Years 14.4% 16.2%
10 Years 13.7% 15.7%
Since Inception 9.7% 11.8%

Standard Deviation - through 10/17/2025
Price Return Total Return
3 Years 13.4% 13.4%
5 Years 15.4% 15.4%
10 Years 15.2% 15.1%
Since Inception 15.0% 15.0%

Sharpe Ratio - through 10/17/2025
Price Return Total Return
3 Years 1.70 1.83
5 Years 0.93 1.05
10 Years 0.90 1.04
Since Inception 0.64 0.79

All returns in U.S. Dollars


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