MarketGrader US Large Cap Select Index



Calendar Year Total Returns
INDEX MG US Large Cap Core (PR) MG US Large Cap Core (TR)
2024 39.4% 40.9%
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 12/26/2024
Price Return Total Return
YTD 39.4% 40.9%
1 Year 38.9% 40.4%
3 Years 36.5% 42.3%
5 Years 123.6% 138.7%
10 Years 303.7% 368.1%
Since Inception 497.6% 689.0%

Annualized Returns - through 12/26/2024
Price Return Total Return
3 Years 11.5% 13.0%
5 Years 17.5% 19.0%
10 Years 15.0% 16.7%
Since Inception 11.1% 12.9%

Standard Deviation - through 12/26/2024
Price Return Total Return
3 Years 19.1% 19.1%
5 Years 19.2% 19.2%
10 Years 16.3% 16.3%
Since Inception 16.0% 16.0%

Sharpe Ratio - through 12/26/2024
Price Return Total Return
3 Years 0.60 0.68
5 Years 0.91 0.99
10 Years 0.92 1.03
Since Inception 0.69 0.81

All returns in U.S. Dollars


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