MarketGrader US Large Cap Core Index



Calendar Year Total Returns
INDEX MG US Large Cap Core (PR) MG US Large Cap Core (TR)
2025 21.7% 22.5%
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 12/15/2025
Price Return Total Return
YTD 21.7% 22.5%
1 Year 17.7% 18.5%
3 Years 110.4% 117.5%
5 Years 117.2% 130.2%
10 Years 373.9% 444.3%
Since Inception 606.0% 838.3%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 28.1% 29.6%
5 Years 16.8% 18.1%
10 Years 16.8% 18.5%
Since Inception 11.5% 13.2%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 15.6% 15.6%
5 Years 17.6% 17.5%
10 Years 16.6% 16.5%
Since Inception 16.1% 16.0%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.80 1.90
5 Years 0.96 1.03
10 Years 1.01 1.12
Since Inception 0.72 0.82

All returns in U.S. Dollars


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