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 05/01/2025
Price Return Total Return
YTD -4.0% -3.8%
1 Year 10.9% 11.7%
3 Years 59.8% 65.7%
5 Years 110.5% 122.5%
10 Years 292.1% 351.4%
Since Inception 486.2% 680.2%

Annualized Returns - through 05/01/2025
Price Return Total Return
3 Years 15.3% 16.7%
5 Years 17.1% 18.4%
10 Years 14.6% 16.3%
Since Inception 10.7% 12.5%

Standard Deviation - through 05/01/2025
Price Return Total Return
3 Years 18.4% 18.4%
5 Years 18.4% 18.4%
10 Years 16.7% 16.7%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 05/01/2025
Price Return Total Return
3 Years 0.83 0.91
5 Years 0.93 1.00
10 Years 0.87 0.98
Since Inception 0.68 0.80

All returns in U.S. Dollars


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