MarketGrader US Large Cap Growth Select 30 Index



Calendar Year Total Returns
INDEX (PR) (TR)
2025 22.2% 23.0%
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 03/20/2026
Price Return Total Return
YTD -9.0% -8.7%
1 Year 13.8% 14.7%
3 Years 77.6% 82.5%
5 Years 87.8% 96.9%
10 Years 287.5% 337.2%
Since Inception 536.0% 723.0%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 21.1% 22.2%
5 Years 13.8% 14.9%
10 Years 14.5% 15.9%
Since Inception 10.7% 12.2%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 15.6% 15.6%
5 Years 19.0% 19.0%
10 Years 17.1% 17.1%
Since Inception 16.1% 16.1%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.35 1.42
5 Years 0.73 0.79
10 Years 0.85 0.93
Since Inception 0.66 0.76

All returns in U.S. Dollars


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