MarketGrader US Large Cap Growth Index



Calendar Year Total Returns
INDEX MG US Large Cap Growth (PR) MG US Large Cap Growth (TR)
2025 14.3% 15.2%
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 12/15/2025
Price Return Total Return
YTD 14.3% 15.2%
1 Year 10.6% 11.5%
3 Years 88.7% 94.4%
5 Years 87.8% 97.3%
10 Years 281.6% 332.5%
Since Inception 467.8% 650.3%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 23.6% 24.8%
5 Years 13.4% 14.6%
10 Years 14.3% 15.8%
Since Inception 10.1% 11.8%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 14.7% 14.6%
5 Years 17.4% 17.4%
10 Years 16.4% 16.3%
Since Inception 15.6% 15.6%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.61 1.69
5 Years 0.77 0.84
10 Years 0.87 0.97
Since Inception 0.65 0.76

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE