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 01/07/2026
Price Return Total Return
YTD 1.4% 1.4%
1 Year 17.1% 18.1%
3 Years 99.1% 105.2%
5 Years 93.7% 103.5%
10 Years 302.4% 355.9%
Since Inception 483.7% 671.7%

Annualized Returns - through 01/07/2026
Price Return Total Return
3 Years 25.8% 27.1%
5 Years 14.1% 15.3%
10 Years 14.9% 16.4%
Since Inception 10.2% 12.0%

Standard Deviation - through 01/07/2026
Price Return Total Return
3 Years 13.6% 13.6%
5 Years 17.4% 17.4%
10 Years 16.3% 16.3%
Since Inception 15.6% 15.5%

Sharpe Ratio - through 01/07/2026
Price Return Total Return
3 Years 1.89 1.99
5 Years 0.81 0.88
10 Years 0.91 1.01
Since Inception 0.65 0.77

All returns in U.S. Dollars


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