MarketGrader US Large Cap Core Index



Calendar Year Total Returns
INDEX MG US Large Cap Core (PR) MG US Large Cap Core (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 02/06/2026
Price Return Total Return
YTD -4.0% -4.0%
1 Year 14.9% 15.7%
3 Years 90.2% 96.5%
5 Years 99.1% 110.9%
10 Years 409.0% 483.4%
Since Inception 590.5% 818.6%

Annualized Returns - through 02/06/2026
Price Return Total Return
3 Years 23.9% 25.3%
5 Years 14.8% 16.2%
10 Years 17.5% 19.1%
Since Inception 11.2% 13.0%

Standard Deviation - through 02/06/2026
Price Return Total Return
3 Years 14.6% 14.6%
5 Years 17.7% 17.7%
10 Years 16.6% 16.5%
Since Inception 16.0% 16.0%

Sharpe Ratio - through 02/06/2026
Price Return Total Return
3 Years 1.64 1.73
5 Years 0.84 0.92
10 Years 1.06 1.16
Since Inception 0.70 0.81

All returns in U.S. Dollars


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