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 11/03/2025
Price Return Total Return
YTD 25.3% 26.0%
1 Year 30.1% 30.9%
3 Years 128.0% 136.0%
5 Years 139.7% 154.1%
10 Years 373.5% 444.8%
Since Inception 626.8% 864.8%

Annualized Returns - through 11/03/2025
Price Return Total Return
3 Years 31.6% 33.1%
5 Years 19.1% 20.5%
10 Years 16.8% 18.5%
Since Inception 11.7% 13.5%

Standard Deviation - through 11/03/2025
Price Return Total Return
3 Years 15.5% 15.5%
5 Years 17.7% 17.7%
10 Years 16.6% 16.5%
Since Inception 16.1% 16.0%

Sharpe Ratio - through 11/03/2025
Price Return Total Return
3 Years 2.03 2.13
5 Years 1.08 1.16
10 Years 1.01 1.12
Since Inception 0.73 0.84

All returns in U.S. Dollars


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