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 05/09/2025
Price Return Total Return
YTD -4.2% -4.0%
1 Year 12.6% 13.7%
3 Years 59.8% 66.2%
5 Years 116.5% 129.9%
10 Years 271.5% 329.6%
Since Inception 455.6% 635.5%

Annualized Returns - through 05/09/2025
Price Return Total Return
3 Years 16.9% 18.4%
5 Years 16.8% 18.2%
10 Years 14.0% 15.6%
Since Inception 10.3% 12.1%

Standard Deviation - through 05/09/2025
Price Return Total Return
3 Years 18.1% 18.1%
5 Years 17.9% 17.8%
10 Years 16.5% 16.5%
Since Inception 16.0% 16.0%

Sharpe Ratio - through 05/09/2025
Price Return Total Return
3 Years 0.93 1.02
5 Years 0.94 1.02
10 Years 0.85 0.95
Since Inception 0.64 0.76

All returns in U.S. Dollars


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