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 08/05/2025
Price Return Total Return
YTD 14.2% 14.7%
1 Year 32.0% 32.9%
3 Years 81.4% 88.2%
5 Years 122.5% 136.1%
10 Years 336.6% 403.8%
Since Inception 562.5% 778.2%

Annualized Returns - through 08/05/2025
Price Return Total Return
3 Years 22.0% 23.5%
5 Years 17.3% 18.7%
10 Years 15.9% 17.6%
Since Inception 11.3% 13.1%

Standard Deviation - through 08/05/2025
Price Return Total Return
3 Years 17.6% 17.6%
5 Years 18.4% 18.4%
10 Years 16.9% 16.9%
Since Inception 16.2% 16.1%

Sharpe Ratio - through 08/05/2025
Price Return Total Return
3 Years 1.25 1.33
5 Years 0.94 1.02
10 Years 0.94 1.04
Since Inception 0.70 0.81

All returns in U.S. Dollars


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