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 10/14/2025
Price Return Total Return
YTD 13.0% 13.7%
1 Year 15.9% 16.8%
3 Years 103.5% 109.9%
5 Years 87.1% 96.6%
10 Years 290.7% 343.6%
Since Inception 461.1% 640.3%

Annualized Returns - through 10/14/2025
Price Return Total Return
3 Years 26.7% 28.0%
5 Years 13.3% 14.5%
10 Years 14.6% 16.1%
Since Inception 10.2% 11.9%

Standard Deviation - through 10/14/2025
Price Return Total Return
3 Years 14.9% 14.9%
5 Years 17.8% 17.8%
10 Years 16.5% 16.4%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 10/14/2025
Price Return Total Return
3 Years 1.79 1.88
5 Years 0.75 0.81
10 Years 0.89 0.98
Since Inception 0.65 0.76

All returns in U.S. Dollars


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