MarketGrader US Large Cap Select 30 Index



Calendar Year Total Returns
INDEX MG US Large Cap Select 30 (PR) MG US Large Cap Select 30 (TR)
2025 24.6% 25.5%
2024 34.5% 35.6%
2023 33.1% 35.2%
2022 -26.7% -25.7%
2021 31.8% 32.9%
2020 25.7% 27.3%
2019 37.9% 39.8%
2018 -4.8% -3.0%
2017 28.0% 30.1%
2016 9.5% 11.5%
2015 4.6% 6.3%
2014 13.9% 15.7%
Cumulative Returns - through 05/18/2026
Price Return Total Return
YTD 5.5% 6.0%
1 Year 26.5% 27.5%
3 Years 107.8% 113.5%
5 Years 114.0% 125.7%
10 Years 432.7% 506.4%
Since Inception 703.1% 977.6%

Annualized Returns - through 05/18/2026
Price Return Total Return
3 Years 27.6% 28.8%
5 Years 16.4% 17.7%
10 Years 18.2% 19.8%
Since Inception 12.0% 13.8%

Standard Deviation - through 05/18/2026
Price Return Total Return
3 Years 15.4% 15.4%
5 Years 18.5% 18.5%
10 Years 16.9% 16.8%
Since Inception 15.9% 15.8%

Sharpe Ratio - through 05/18/2026
Price Return Total Return
3 Years 1.79 1.87
5 Years 0.89 0.96
10 Years 1.08 1.18
Since Inception 0.76 0.87

All returns in U.S. Dollars


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