MarketGrader US Large Cap Core Index



Calendar Year Total Returns
INDEX (PR) (TR)
2025 24.1% 24.9%
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 03/20/2026
Price Return Total Return
YTD -7.7% -7.5%
1 Year 21.6% 22.4%
3 Years 86.9% 92.9%
5 Years 96.9% 108.6%
10 Years 344.2% 409.0%
Since Inception 564.3% 785.1%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 23.2% 24.5%
5 Years 14.8% 16.2%
10 Years 16.1% 17.7%
Since Inception 10.9% 12.7%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 14.8% 14.8%
5 Years 17.8% 17.8%
10 Years 16.6% 16.6%
Since Inception 16.0% 16.0%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.56 1.65
5 Years 0.83 0.91
10 Years 0.97 1.07
Since Inception 0.68 0.79

All returns in U.S. Dollars


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