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 04/14/2026
Price Return Total Return
YTD 7.9% 8.4%
1 Year 44.9% 46.8%
3 Years 86.1% 93.9%
5 Years 90.2% 105.3%
10 Years 302.3% 376.9%
Since Inception 489.2% 730.9%

Annualized Returns - through 04/14/2026
Price Return Total Return
3 Years 23.0% 24.7%
5 Years 13.7% 15.5%
10 Years 14.9% 16.9%
Since Inception 10.2% 12.2%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 13.3% 13.3%
5 Years 15.8% 15.8%
10 Years 15.3% 15.3%
Since Inception 15.2% 15.1%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.73 1.86
5 Years 0.87 0.98
10 Years 0.97 1.11
Since Inception 0.67 0.81

All returns in U.S. Dollars


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