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 06/18/2026
Price Return Total Return
YTD 9.8% 10.5%
1 Year 30.4% 32.0%
3 Years 78.2% 85.5%
5 Years 91.6% 106.7%
10 Years 317.3% 393.7%
Since Inception 499.7% 747.5%

Annualized Returns - through 06/18/2026
Price Return Total Return
3 Years 21.2% 22.9%
5 Years 13.9% 15.6%
10 Years 15.4% 17.4%
Since Inception 10.2% 12.2%

Standard Deviation - through 06/18/2026
Price Return Total Return
3 Years 13.3% 13.4%
5 Years 15.8% 15.8%
10 Years 15.3% 15.3%
Since Inception 15.1% 15.0%

Sharpe Ratio - through 06/18/2026
Price Return Total Return
3 Years 1.59 1.71
5 Years 0.88 0.99
10 Years 1.01 1.14
Since Inception 0.68 0.81

All returns in U.S. Dollars


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