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 04/16/2026
Price Return Total Return
YTD 13.2% 13.6%
1 Year 49.2% 50.4%
3 Years 98.3% 104.1%
5 Years 96.2% 106.1%
10 Years 331.9% 387.9%
Since Inception 552.0% 764.1%

Annualized Returns - through 04/16/2026
Price Return Total Return
3 Years 25.8% 27.0%
5 Years 14.4% 15.6%
10 Years 15.8% 17.3%
Since Inception 10.8% 12.5%

Standard Deviation - through 04/16/2026
Price Return Total Return
3 Years 14.3% 14.3%
5 Years 17.9% 17.9%
10 Years 16.5% 16.4%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 04/16/2026
Price Return Total Return
3 Years 1.81 1.89
5 Years 0.80 0.87
10 Years 0.96 1.05
Since Inception 0.69 0.80

All returns in U.S. Dollars


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