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 01/08/2026
Price Return Total Return
YTD 1.2% 1.4%
1 Year 22.3% 23.2%
3 Years 118.3% 124.5%
5 Years 114.3% 124.7%
10 Years 342.4% 399.6%
Since Inception 607.5% 813.6%

Annualized Returns - through 01/08/2026
Price Return Total Return
3 Years 29.7% 30.9%
5 Years 16.5% 17.6%
10 Years 16.0% 17.5%
Since Inception 11.4% 13.0%

Standard Deviation - through 01/08/2026
Price Return Total Return
3 Years 15.2% 15.2%
5 Years 18.7% 18.7%
10 Years 17.0% 17.0%
Since Inception 16.1% 16.1%

Sharpe Ratio - through 01/08/2026
Price Return Total Return
3 Years 1.96 2.04
5 Years 0.88 0.94
10 Years 0.94 1.03
Since Inception 0.71 0.81

All returns in U.S. Dollars


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