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 04/14/2026
Price Return Total Return
YTD -0.9% -0.5%
1 Year 36.0% 37.0%
3 Years 90.9% 96.6%
5 Years 96.6% 107.4%
10 Years 382.7% 450.1%
Since Inception 654.5% 911.8%

Annualized Returns - through 04/14/2026
Price Return Total Return
3 Years 24.1% 25.3%
5 Years 14.5% 15.7%
10 Years 17.0% 18.6%
Since Inception 11.7% 13.5%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 15.0% 14.9%
5 Years 18.3% 18.3%
10 Years 16.7% 16.7%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.61 1.69
5 Years 0.79 0.86
10 Years 1.02 1.12
Since Inception 0.74 0.86

All returns in U.S. Dollars


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