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 07/10/2026
Price Return Total Return
YTD 11.0% 11.3%
1 Year 16.9% 17.6%
3 Years 80.7% 85.4%
5 Years 78.5% 87.2%
10 Years 318.3% 370.6%
Since Inception 539.3% 747.1%

Annualized Returns - through 07/10/2026
Price Return Total Return
3 Years 21.8% 22.8%
5 Years 12.3% 13.4%
10 Years 15.4% 16.8%
Since Inception 10.5% 12.2%

Standard Deviation - through 07/10/2026
Price Return Total Return
3 Years 15.1% 15.1%
5 Years 18.2% 18.2%
10 Years 16.8% 16.8%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 07/10/2026
Price Return Total Return
3 Years 1.44 1.51
5 Years 0.68 0.74
10 Years 0.92 1.00
Since Inception 0.66 0.78

All returns in U.S. Dollars


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