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 05/28/2026
Price Return Total Return
YTD 11.5% 12.2%
1 Year 34.7% 36.4%
3 Years 89.3% 97.2%
5 Years 93.0% 108.3%
10 Years 317.2% 393.8%
Since Inception 509.1% 760.0%

Annualized Returns - through 05/28/2026
Price Return Total Return
3 Years 23.7% 25.4%
5 Years 14.1% 15.8%
10 Years 15.4% 17.3%
Since Inception 10.3% 12.4%

Standard Deviation - through 05/28/2026
Price Return Total Return
3 Years 13.1% 13.1%
5 Years 15.6% 15.6%
10 Years 15.2% 15.2%
Since Inception 15.1% 15.0%

Sharpe Ratio - through 05/28/2026
Price Return Total Return
3 Years 1.81 1.94
5 Years 0.90 1.01
10 Years 1.01 1.14
Since Inception 0.68 0.83

All returns in U.S. Dollars


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