MarketGrader US Large Cap Growth Select 30 Index



Calendar Year Total Returns
INDEX MG US Large Cap Growth Select 30 (PR) MG US Large Cap Growth Select 30 (TR)
2025 20.3% 21.1%
2024 31.8% 32.8%
2023 34.8% 36.6%
2022 -27.7% -26.8%
2021 31.6% 32.5%
2020 25.8% 27.4%
2019 36.4% 38.1%
2018 -8.7% -7.1%
2017 27.6% 29.5%
2016 3.4% 5.3%
2015 6.0% 7.5%
2014 14.2% 15.7%
Cumulative Returns - through 12/15/2025
Price Return Total Return
YTD 20.3% 21.1%
1 Year 16.8% 17.6%
3 Years 105.9% 111.7%
5 Years 106.9% 116.7%
10 Years 319.1% 373.6%
Since Inception 588.3% 788.0%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 27.2% 28.4%
5 Years 15.7% 16.7%
10 Years 15.4% 16.8%
Since Inception 11.3% 12.9%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 16.2% 16.2%
5 Years 18.7% 18.7%
10 Years 17.1% 17.0%
Since Inception 16.2% 16.1%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.68 1.75
5 Years 0.84 0.89
10 Years 0.90 0.99
Since Inception 0.70 0.80

All returns in U.S. Dollars


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