MarketGrader US Large Cap 200 Index



Calendar Year Total Returns
INDEX MG US Large Cap 200 (PR) MG US Large Cap 200 (TR)
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%
2013 28.3% 30.9%
Cumulative Returns - through 07/04/2025
Price Return Total Return
YTD 6.9% 7.7%
1 Year 11.5% 13.0%
3 Years 68.2% 76.1%
5 Years 106.3% 123.0%
10 Years 228.5% 291.8%
Since Inception 385.8% 578.2%

Annualized Returns - through 07/04/2025
Price Return Total Return
3 Years 18.9% 20.8%
5 Years 15.6% 17.4%
10 Years 12.6% 14.6%
Since Inception 9.4% 11.5%

Standard Deviation - through 07/04/2025
Price Return Total Return
3 Years 15.5% 15.5%
5 Years 15.8% 15.8%
10 Years 15.4% 15.3%
Since Inception 15.1% 15.1%

Sharpe Ratio - through 07/04/2025
Price Return Total Return
3 Years 1.22 1.34
5 Years 0.98 1.10
10 Years 0.82 0.95
Since Inception 0.62 0.76

All returns in U.S. Dollars


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