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 01/08/2026
Price Return Total Return
YTD 1.6% 1.6%
1 Year 23.6% 24.5%
3 Years 121.5% 128.9%
5 Years 125.6% 139.2%
10 Years 406.9% 481.6%
Since Inception 630.8% 871.7%

Annualized Returns - through 01/08/2026
Price Return Total Return
3 Years 30.4% 31.8%
5 Years 17.7% 19.1%
10 Years 17.6% 19.3%
Since Inception 11.6% 13.4%

Standard Deviation - through 01/08/2026
Price Return Total Return
3 Years 14.5% 14.5%
5 Years 17.5% 17.5%
10 Years 16.5% 16.5%
Since Inception 16.0% 16.0%

Sharpe Ratio - through 01/08/2026
Price Return Total Return
3 Years 2.10 2.20
5 Years 1.01 1.09
10 Years 1.06 1.17
Since Inception 0.72 0.84

All returns in U.S. Dollars


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