MarketGrader US Large Cap Select 50 Index



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%
Cumulative Returns - through 06/02/2025
Price Return Total Return
YTD 3.9% 4.2%
1 Year 17.3% 18.3%
3 Years 65.0% 71.1%
5 Years 117.9% 130.7%
10 Years 314.7% 377.4%
Since Inception 520.8% 725.8%

Annualized Returns - through 06/02/2025
Price Return Total Return
3 Years 18.2% 19.6%
5 Years 16.9% 18.2%
10 Years 15.3% 16.9%
Since Inception 11.0% 12.8%

Standard Deviation - through 06/02/2025
Price Return Total Return
3 Years 18.7% 18.7%
5 Years 18.4% 18.4%
10 Years 16.7% 16.7%
Since Inception 15.8% 15.8%

Sharpe Ratio - through 06/02/2025
Price Return Total Return
3 Years 0.97 1.05
5 Years 0.92 0.99
10 Years 0.92 1.01
Since Inception 0.69 0.81

All returns in U.S. Dollars


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