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)
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%
2013 24.6% 27.1%
Cumulative Returns - through 08/08/2025
Price Return Total Return
YTD 13.3% 13.8%
1 Year 26.8% 27.6%
3 Years 80.3% 86.5%
5 Years 113.4% 125.3%
10 Years 350.0% 416.7%
Since Inception 592.0% 822.2%

Annualized Returns - through 08/08/2025
Price Return Total Return
3 Years 21.7% 23.1%
5 Years 16.3% 17.6%
10 Years 16.4% 18.0%
Since Inception 11.6% 13.4%

Standard Deviation - through 08/08/2025
Price Return Total Return
3 Years 17.5% 17.5%
5 Years 18.6% 18.6%
10 Years 16.9% 16.9%
Since Inception 15.8% 15.8%

Sharpe Ratio - through 08/08/2025
Price Return Total Return
3 Years 1.24 1.32
5 Years 0.87 0.94
10 Years 0.97 1.07
Since Inception 0.73 0.85

All returns in U.S. Dollars


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