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 04/14/2026
Price Return Total Return
YTD 10.1% 10.3%
1 Year 53.0% 54.0%
3 Years 112.8% 119.5%
5 Years 120.8% 134.0%
10 Years 420.4% 495.5%
Since Inception 691.9% 955.5%

Annualized Returns - through 04/14/2026
Price Return Total Return
3 Years 28.6% 30.0%
5 Years 17.2% 18.5%
10 Years 17.9% 19.5%
Since Inception 11.9% 13.7%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 17.9% 17.9%
5 Years 19.6% 19.6%
10 Years 17.6% 17.5%
Since Inception 16.6% 16.6%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.60 1.68
5 Years 0.88 0.94
10 Years 1.02 1.11
Since Inception 0.72 0.83

All returns in U.S. Dollars


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