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 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 10/21/2026
Price Return Total Return
YTD 11.6% 12.3%
1 Year 16.4% 17.3%
3 Years 101.9% 106.4%
5 Years 86.5% 95.6%
10 Years 370.0% 426.4%
Since Inception 679.6% 912.5%

Annualized Returns - through 10/21/2026
Price Return Total Return
3 Years 26.5% 27.5%
5 Years 13.3% 14.4%
10 Years 16.7% 18.1%
Since Inception 11.5% 13.1%

Standard Deviation - through 10/21/2026
Price Return Total Return
3 Years 15.6% 15.6%
5 Years 19.2% 19.2%
10 Years 17.5% 17.5%
Since Inception 16.2% 16.2%

Sharpe Ratio - through 10/21/2026
Price Return Total Return
3 Years 1.70 1.77
5 Years 0.69 0.75
10 Years 0.95 1.03
Since Inception 0.71 0.81

All returns in U.S. Dollars


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