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 09/16/2026
Price Return Total Return
YTD 14.3% 15.3%
1 Year 20.8% 22.4%
3 Years 82.7% 90.0%
5 Years 86.3% 100.8%
10 Years 315.8% 390.9%
Since Inception 524.0% 784.2%

Annualized Returns - through 09/16/2026
Price Return Total Return
3 Years 22.3% 23.9%
5 Years 13.2% 15.0%
10 Years 15.3% 17.2%
Since Inception 10.3% 12.3%

Standard Deviation - through 09/16/2026
Price Return Total Return
3 Years 13.2% 13.2%
5 Years 15.9% 15.9%
10 Years 15.3% 15.3%
Since Inception 15.0% 15.0%

Sharpe Ratio - through 09/16/2026
Price Return Total Return
3 Years 1.69 1.81
5 Years 0.83 0.94
10 Years 1.00 1.12
Since Inception 0.68 0.82

All returns in U.S. Dollars


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