MarketGrader US Large Cap 200 Index



Calendar Year Total Returns
INDEX MG US Large Cap 200 (PR) MG US Large Cap 200 (TR)
2025 19.9% 21.4%
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 12/19/2025
Price Return Total Return
YTD 19.9% 21.4%
1 Year 19.0% 20.5%
3 Years 89.1% 97.2%
5 Years 96.0% 111.6%
10 Years 279.6% 350.8%
Since Inception 444.6% 664.5%

Annualized Returns - through 12/19/2025
Price Return Total Return
3 Years 23.7% 25.4%
5 Years 14.4% 16.2%
10 Years 14.4% 16.4%
Since Inception 9.9% 12.0%

Standard Deviation - through 12/19/2025
Price Return Total Return
3 Years 12.7% 12.6%
5 Years 14.9% 14.8%
10 Years 15.0% 15.0%
Since Inception 15.0% 14.9%

Sharpe Ratio - through 12/19/2025
Price Return Total Return
3 Years 1.87 2.01
5 Years 0.97 1.09
10 Years 0.96 1.09
Since Inception 0.66 0.80

All returns in U.S. Dollars


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