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 06/04/2025
Price Return Total Return
YTD 4.3% 4.6%
1 Year 15.6% 16.8%
3 Years 68.5% 75.1%
5 Years 123.4% 137.1%
10 Years 304.1% 366.8%
Since Inception 504.8% 701.1%

Annualized Returns - through 06/04/2025
Price Return Total Return
3 Years 19.1% 20.7%
5 Years 17.4% 18.8%
10 Years 15.0% 16.7%
Since Inception 10.8% 12.6%

Standard Deviation - through 06/04/2025
Price Return Total Return
3 Years 18.8% 18.8%
5 Years 18.2% 18.2%
10 Years 16.8% 16.7%
Since Inception 16.2% 16.1%

Sharpe Ratio - through 06/04/2025
Price Return Total Return
3 Years 1.02 1.10
5 Years 0.96 1.03
10 Years 0.89 1.00
Since Inception 0.67 0.78

All returns in U.S. Dollars


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