MarketGrader US Large Cap Core Index



Calendar Year Total Returns
INDEX MG US Large Cap Core (PR) MG US Large Cap Core (TR)
2025 24.1% 24.9%
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%
Cumulative Returns - through 05/06/2026
Price Return Total Return
YTD 7.7% 8.0%
1 Year 40.0% 41.0%
3 Years 112.9% 119.4%
5 Years 115.0% 127.7%
10 Years 424.5% 499.6%
Since Inception 675.3% 933.4%

Annualized Returns - through 05/06/2026
Price Return Total Return
3 Years 28.6% 29.9%
5 Years 16.5% 17.9%
10 Years 18.0% 19.6%
Since Inception 11.8% 13.5%

Standard Deviation - through 05/06/2026
Price Return Total Return
3 Years 16.1% 16.1%
5 Years 18.6% 18.5%
10 Years 17.0% 17.0%
Since Inception 16.3% 16.2%

Sharpe Ratio - through 05/06/2026
Price Return Total Return
3 Years 1.77 1.86
5 Years 0.89 0.97
10 Years 1.06 1.16
Since Inception 0.73 0.83

All returns in U.S. Dollars


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