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 04/18/2025
Price Return Total Return
YTD -12.1% -11.7%
1 Year 2.7% 4.1%
3 Years 21.2% 27.1%
5 Years 86.2% 101.5%
10 Years 169.6% 222.0%
Since Inception 299.4% 456.0%

Annualized Returns - through 04/18/2025
Price Return Total Return
3 Years 6.6% 8.3%
5 Years 13.2% 15.0%
10 Years 10.4% 12.4%
Since Inception 8.3% 10.4%

Standard Deviation - through 04/18/2025
Price Return Total Return
3 Years 17.1% 17.1%
5 Years 16.7% 16.7%
10 Years 15.3% 15.3%
Since Inception 15.2% 15.1%

Sharpe Ratio - through 04/18/2025
Price Return Total Return
3 Years 0.39 0.49
5 Years 0.79 0.90
10 Years 0.68 0.81
Since Inception 0.55 0.69

All returns in U.S. Dollars


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