MarketGrader US Large Cap 200 Index



Calendar Year Total Returns
INDEX MG US Large Cap 200 (PR) MG US Large Cap 200 (TR)
2024 28.6% 30.3%
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 12/26/2024
Price Return Total Return
YTD 28.6% 30.2%
1 Year 28.1% 29.8%
3 Years 30.0% 36.5%
5 Years 94.6% 111.7%
10 Years 211.2% 272.4%
Since Inception 365.8% 545.7%

Annualized Returns - through 12/26/2024
Price Return Total Return
3 Years 9.6% 11.4%
5 Years 14.2% 16.2%
10 Years 12.0% 14.1%
Since Inception 9.5% 11.6%

Standard Deviation - through 12/26/2024
Price Return Total Return
3 Years 16.5% 16.5%
5 Years 17.4% 17.3%
10 Years 15.0% 15.0%
Since Inception 15.1% 15.0%

Sharpe Ratio - through 12/26/2024
Price Return Total Return
3 Years 0.58 0.69
5 Years 0.82 0.94
10 Years 0.80 0.94
Since Inception 0.63 0.77

All returns in U.S. Dollars


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