MarketGrader US Large Cap Growth Index



Calendar Year Total Returns
INDEX MG US Large Cap Growth (PR) MG US Large Cap Growth (TR)
2025 15.9% 16.9%
2024 31.1% 32.4%
2023 29.3% 30.9%
2022 -26.2% -25.3%
2021 28.3% 29.2%
2020 27.3% 29.1%
2019 33.4% 35.3%
2018 -5.8% -4.4%
2017 26.3% 28.1%
2016 3.0% 4.8%
2015 1.1% 2.8%
2014 15.2% 17.1%
Cumulative Returns - through 09/16/2026
Price Return Total Return
YTD 8.4% 9.1%
1 Year 10.8% 11.7%
3 Years 77.5% 82.3%
5 Years 67.2% 75.7%
10 Years 309.6% 361.0%
Since Inception 524.2% 730.0%

Annualized Returns - through 09/16/2026
Price Return Total Return
3 Years 21.2% 22.2%
5 Years 10.8% 11.9%
10 Years 15.1% 16.5%
Since Inception 10.3% 11.9%

Standard Deviation - through 09/16/2026
Price Return Total Return
3 Years 15.2% 15.2%
5 Years 18.2% 18.2%
10 Years 16.8% 16.8%
Since Inception 15.7% 15.7%

Sharpe Ratio - through 09/16/2026
Price Return Total Return
3 Years 1.40 1.46
5 Years 0.59 0.65
10 Years 0.90 0.98
Since Inception 0.65 0.76

All returns in U.S. Dollars


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