MarketGrader US Large Cap Core Index



Calendar Year Total Returns
INDEX MG US Large Cap Core (PR) MG US Large Cap Core (TR)
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%
2013 26.6% 28.9%
Cumulative Returns - through 04/18/2025
Price Return Total Return
YTD -13.4% -13.1%
1 Year 6.4% 7.5%
3 Years 30.1% 35.4%
5 Years 104.1% 117.0%
10 Years 241.6% 295.4%
Since Inception 402.5% 565.2%

Annualized Returns - through 04/18/2025
Price Return Total Return
3 Years 9.2% 10.6%
5 Years 15.3% 16.8%
10 Years 13.1% 14.7%
Since Inception 9.8% 11.6%

Standard Deviation - through 04/18/2025
Price Return Total Return
3 Years 19.6% 19.6%
5 Years 18.9% 18.9%
10 Years 16.6% 16.6%
Since Inception 16.1% 16.1%

Sharpe Ratio - through 04/18/2025
Price Return Total Return
3 Years 0.47 0.54
5 Years 0.81 0.89
10 Years 0.79 0.89
Since Inception 0.61 0.72

All returns in U.S. Dollars


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