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 01/08/2026
Price Return Total Return
YTD 1.2% 1.3%
1 Year 23.9% 24.9%
3 Years 124.7% 131.6%
5 Years 122.9% 135.3%
10 Years 417.3% 491.2%
Since Inception 670.1% 930.0%

Annualized Returns - through 01/08/2026
Price Return Total Return
3 Years 31.0% 32.3%
5 Years 17.4% 18.7%
10 Years 17.9% 19.4%
Since Inception 12.0% 13.8%

Standard Deviation - through 01/08/2026
Price Return Total Return
3 Years 14.3% 14.3%
5 Years 17.6% 17.6%
10 Years 16.5% 16.4%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 01/08/2026
Price Return Total Return
3 Years 2.17 2.27
5 Years 0.99 1.06
10 Years 1.09 1.18
Since Inception 0.77 0.88

All returns in U.S. Dollars


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