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 04/15/2025
Price Return Total Return
YTD -9.2% -8.9%
1 Year 9.4% 10.2%
3 Years 35.6% 40.7%
5 Years 107.6% 119.5%
10 Years 278.9% 336.9%
Since Inception 454.9% 638.5%

Annualized Returns - through 04/15/2025
Price Return Total Return
3 Years 10.8% 12.2%
5 Years 16.3% 17.6%
10 Years 14.1% 15.7%
Since Inception 10.4% 12.2%

Standard Deviation - through 04/15/2025
Price Return Total Return
3 Years 19.9% 19.9%
5 Years 19.3% 19.3%
10 Years 16.8% 16.7%
Since Inception 15.8% 15.8%

Sharpe Ratio - through 04/15/2025
Price Return Total Return
3 Years 0.54 0.61
5 Years 0.84 0.91
10 Years 0.84 0.94
Since Inception 0.66 0.77

All returns in U.S. Dollars


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