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 05/09/2025
Price Return Total Return
YTD -3.1% -2.8%
1 Year 15.6% 16.7%
3 Years 57.3% 62.7%
5 Years 99.9% 110.2%
10 Years 221.8% 266.9%
Since Inception 381.2% 532.8%

Annualized Returns - through 05/09/2025
Price Return Total Return
3 Years 16.3% 17.6%
5 Years 15.0% 16.2%
10 Years 12.3% 13.8%
Since Inception 9.4% 11.2%

Standard Deviation - through 05/09/2025
Price Return Total Return
3 Years 17.5% 17.5%
5 Years 18.0% 18.0%
10 Years 16.4% 16.3%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 05/09/2025
Price Return Total Return
3 Years 0.93 1.00
5 Years 0.83 0.90
10 Years 0.75 0.84
Since Inception 0.60 0.72

All returns in U.S. Dollars


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