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 05/27/2026
Price Return Total Return
YTD 10.2% 10.6%
1 Year 25.2% 26.2%
3 Years 92.3% 97.8%
5 Years 93.7% 103.4%
10 Years 324.3% 379.2%
Since Inception 534.3% 741.5%

Annualized Returns - through 05/27/2026
Price Return Total Return
3 Years 24.4% 25.5%
5 Years 14.1% 15.3%
10 Years 15.6% 17.0%
Since Inception 10.6% 12.3%

Standard Deviation - through 05/27/2026
Price Return Total Return
3 Years 15.4% 15.4%
5 Years 18.3% 18.3%
10 Years 16.8% 16.7%
Since Inception 15.8% 15.8%

Sharpe Ratio - through 05/27/2026
Price Return Total Return
3 Years 1.58 1.65
5 Years 0.77 0.84
10 Years 0.93 1.02
Since Inception 0.67 0.78

All returns in U.S. Dollars


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