MarketGrader US Large Cap Growth Index



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -7.7% -7.4%
1 Year 13.8% 14.8%
3 Years 68.4% 73.4%
5 Years 73.4% 82.1%
10 Years 260.6% 307.9%
Since Inception 431.7% 604.5%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 19.0% 20.1%
5 Years 12.0% 13.1%
10 Years 13.7% 15.1%
Since Inception 9.6% 11.3%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 17.6% 17.6%
10 Years 16.4% 16.4%
Since Inception 15.6% 15.6%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.34 1.42
5 Years 0.68 0.74
10 Years 0.84 0.92
Since Inception 0.61 0.73

All returns in U.S. Dollars


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