MarketGrader US Large Cap Core Index



Calendar Year Total Returns
INDEX MG US Large Cap Core (PR) MG US Large Cap Core (TR)
2024 35.3% 36.7%
2023 30.8% 32.8%
2022 -24.4% -23.3%
2021 31.0% 32.3%
2020 24.4% 26.2%
2019 34.7% 36.7%
2018 -5.5% -3.7%
2017 28.6% 30.6%
2016 9.6% 11.6%
2015 1.8% 3.5%
2014 14.0% 15.7%
2013 26.6% 28.9%
Cumulative Returns - through 10/14/2025
Price Return Total Return
YTD 18.9% 19.5%
1 Year 22.6% 23.5%
3 Years 120.8% 128.6%
5 Years 115.8% 128.8%
10 Years 378.8% 450.9%
Since Inception 589.4% 815.1%

Annualized Returns - through 10/14/2025
Price Return Total Return
3 Years 30.2% 31.7%
5 Years 16.6% 18.0%
10 Years 17.0% 18.6%
Since Inception 11.4% 13.2%

Standard Deviation - through 10/14/2025
Price Return Total Return
3 Years 15.9% 15.9%
5 Years 17.8% 17.8%
10 Years 16.7% 16.7%
Since Inception 16.1% 16.1%

Sharpe Ratio - through 10/14/2025
Price Return Total Return
3 Years 1.90 1.99
5 Years 0.93 1.01
10 Years 1.02 1.12
Since Inception 0.71 0.82

All returns in U.S. Dollars


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