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 08/26/2026
Price Return Total Return
YTD 11.1% 11.7%
1 Year 18.8% 19.6%
3 Years 104.1% 109.5%
5 Years 97.5% 109.1%
10 Years 409.6% 480.8%
Since Inception 699.8% 968.6%

Annualized Returns - through 08/26/2026
Price Return Total Return
3 Years 26.9% 28.0%
5 Years 14.7% 16.0%
10 Years 17.7% 19.3%
Since Inception 11.8% 13.5%

Standard Deviation - through 08/26/2026
Price Return Total Return
3 Years 16.4% 16.4%
5 Years 18.8% 18.7%
10 Years 17.1% 17.1%
Since Inception 16.3% 16.2%

Sharpe Ratio - through 08/26/2026
Price Return Total Return
3 Years 1.64 1.70
5 Years 0.78 0.85
10 Years 1.03 1.13
Since Inception 0.73 0.83

All returns in U.S. Dollars


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