MarketGrader US Large Cap Core Index



Calendar Year Total Returns
INDEX MG US Large Cap Core (PR) MG US Large Cap Core (TR)
2025 20.9% 21.6%
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 11/24/2025
Price Return Total Return
YTD 20.9% 21.6%
1 Year 21.3% 22.1%
3 Years 100.4% 107.2%
5 Years 122.6% 135.8%
10 Years 361.2% 430.0%
Since Inception 601.2% 831.5%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 26.1% 27.5%
5 Years 17.4% 18.7%
10 Years 16.5% 18.1%
Since Inception 11.5% 13.3%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 15.8% 15.8%
5 Years 17.8% 17.8%
10 Years 16.6% 16.6%
Since Inception 16.1% 16.1%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.66 1.75
5 Years 0.98 1.05
10 Years 0.99 1.09
Since Inception 0.71 0.83

All returns in U.S. Dollars


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