MarketGrader US Large Cap Growth Index



Calendar Year Total Returns
INDEX MG US Large Cap Growth (PR) MG US Large Cap Growth (TR)
2024 35.3% 36.5%
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 12/26/2024
Price Return Total Return
YTD 35.3% 36.5%
1 Year 35.0% 36.3%
3 Years 27.4% 31.7%
5 Years 109.6% 121.5%
10 Years 243.3% 292.4%
Since Inception 412.2% 571.4%

Annualized Returns - through 12/26/2024
Price Return Total Return
3 Years 9.0% 10.2%
5 Years 16.0% 17.2%
10 Years 13.1% 14.6%
Since Inception 10.1% 11.9%

Standard Deviation - through 12/26/2024
Price Return Total Return
3 Years 19.1% 19.1%
5 Years 19.3% 19.3%
10 Years 16.2% 16.2%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 12/26/2024
Price Return Total Return
3 Years 0.47 0.53
5 Years 0.83 0.89
10 Years 0.81 0.90
Since Inception 0.64 0.76

All returns in U.S. Dollars


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