MarketGrader US Large Cap 200 Index



Calendar Year Total Returns
INDEX MG US Large Cap 200 (PR) MG US Large Cap 200 (TR)
2025 15.6% 16.9%
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 11/24/2025
Price Return Total Return
YTD 15.6% 16.9%
1 Year 14.6% 16.1%
3 Years 71.5% 78.9%
5 Years 92.7% 108.1%
10 Years 254.7% 321.5%
Since Inception 425.3% 636.6%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 19.7% 21.4%
5 Years 14.0% 15.8%
10 Years 13.5% 15.5%
Since Inception 9.7% 11.8%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 13.0% 13.0%
5 Years 15.4% 15.4%
10 Years 15.1% 15.0%
Since Inception 15.0% 15.0%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.51 1.64
5 Years 0.91 1.03
10 Years 0.90 1.03
Since Inception 0.65 0.79

All returns in U.S. Dollars


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