MarketGrader US Large Cap Growth Index



Calendar Year Total Returns
INDEX MG US Large Cap Growth (PR) MG US Large Cap Growth (TR)
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%
2013 26.5% 28.7%
Cumulative Returns - through 09/11/2025
Price Return Total Return
YTD 13.7% 14.3%
1 Year 21.8% 22.8%
3 Years 86.9% 92.8%
5 Years 97.0% 107.0%
10 Years 290.9% 343.8%
Since Inception 464.6% 644.3%

Annualized Returns - through 09/11/2025
Price Return Total Return
3 Years 21.3% 22.5%
5 Years 15.0% 16.1%
10 Years 14.7% 16.2%
Since Inception 10.2% 12.0%

Standard Deviation - through 09/11/2025
Price Return Total Return
3 Years 16.2% 16.2%
5 Years 18.0% 17.9%
10 Years 16.5% 16.5%
Since Inception 15.7% 15.7%

Sharpe Ratio - through 09/11/2025
Price Return Total Return
3 Years 1.31 1.39
5 Years 0.84 0.90
10 Years 0.89 0.98
Since Inception 0.65 0.77

All returns in U.S. Dollars


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