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 06/24/2025
Price Return Total Return
YTD 7.0% 7.4%
1 Year 17.2% 18.3%
3 Years 74.2% 80.0%
5 Years 108.6% 119.4%
10 Years 250.6% 299.3%
Since Inception 431.3% 599.5%

Annualized Returns - through 06/24/2025
Price Return Total Return
3 Years 20.3% 21.6%
5 Years 15.8% 17.0%
10 Years 13.4% 14.9%
Since Inception 10.0% 11.8%

Standard Deviation - through 06/24/2025
Price Return Total Return
3 Years 18.1% 18.1%
5 Years 18.3% 18.3%
10 Years 16.6% 16.6%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 06/24/2025
Price Return Total Return
3 Years 1.12 1.19
5 Years 0.86 0.93
10 Years 0.81 0.90
Since Inception 0.63 0.75

All returns in U.S. Dollars


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