MarketGrader US Large Cap Growth Index



Calendar Year Total Returns
INDEX MG US Large Cap Growth (PR) MG US Large Cap Growth (TR)
2025 14.1% 14.9%
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 11/24/2025
Price Return Total Return
YTD 14.1% 14.9%
1 Year 14.9% 15.8%
3 Years 82.2% 87.8%
5 Years 92.2% 101.9%
10 Years 273.4% 323.5%
Since Inception 466.7% 648.3%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 22.1% 23.4%
5 Years 14.0% 15.1%
10 Years 14.1% 15.5%
Since Inception 10.2% 11.9%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 14.8% 14.8%
5 Years 17.7% 17.7%
10 Years 16.4% 16.3%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.50 1.58
5 Years 0.79 0.85
10 Years 0.86 0.95
Since Inception 0.65 0.76

All returns in U.S. Dollars


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