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 07/01/2025
Price Return Total Return
YTD 10.6% 11.1%
1 Year 14.8% 15.6%
3 Years 89.5% 96.1%
5 Years 118.3% 130.6%
10 Years 346.6% 413.3%
Since Inception 575.7% 800.1%

Annualized Returns - through 07/01/2025
Price Return Total Return
3 Years 24.6% 26.1%
5 Years 17.5% 18.8%
10 Years 16.3% 17.9%
Since Inception 11.5% 13.3%

Standard Deviation - through 07/01/2025
Price Return Total Return
3 Years 18.2% 18.2%
5 Years 18.7% 18.7%
10 Years 16.9% 16.9%
Since Inception 15.9% 15.8%

Sharpe Ratio - through 07/01/2025
Price Return Total Return
3 Years 1.35 1.44
5 Years 0.93 1.00
10 Years 0.96 1.06
Since Inception 0.72 0.84

All returns in U.S. Dollars


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