MarketGrader US Large Cap Select 50 Index

*Inception date: December 31, 2007.

Calendar Year Total Returns
INDEX MG US Large Cap Select 50 (PR) MG US Large Cap Select 50 (TR)
2024 35.9% 37.1%
2023 31.3% 33.4%
2022 -26.3% -25.2%
2021 31.6% 32.8%
2020 25.4% 27.1%
2019 36.6% 38.5%
2018 -4.7% -2.8%
2017 29.0% 31.0%
2016 8.5% 10.5%
2015 3.7% 5.4%
2014 13.7% 15.5%
2013 26.3% 28.7%

*The MarketGrader U.S. Core Select 50 Indexes were first published on August 2, 2023. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Back-tested performance information is purely hypothetical and is solely for informational purposes. Back-tested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results. One cannot invest in an index. This material is intended solely for use by investment professionals and is not intended for distribution to or use by retail investors.

Cumulative Returns - through 09/17/2025
Price Return Total Return
YTD 18.4% 19.1%
1 Year 27.5% 28.4%
3 Years 103.5% 110.6%
5 Years 124.7% 137.5%
10 Years 385.2% 457.1%
Since Inception 607.7% 843.1%

Annualized Returns - through 09/17/2025
Price Return Total Return
3 Years 27.0% 28.5%
5 Years 17.9% 19.2%
10 Years 17.3% 18.9%
Since Inception 11.7% 13.5%

Standard Deviation - through 09/18/2025
Price Return Total Return
3 Years 16.9% 16.9%
5 Years 18.1% 18.0%
10 Years 16.6% 16.6%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 09/18/2025
Price Return Total Return
3 Years 1.60 1.69
5 Years 0.99 1.06
10 Years 1.04 1.14
Since Inception 0.74 0.86

All returns in U.S. Dollars


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