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 22.5% 23.3%
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 12/15/2025
Price Return Total Return
YTD 22.5% 23.3%
1 Year 18.6% 19.4%
3 Years 114.1% 120.8%
5 Years 114.8% 126.5%
10 Years 387.0% 457.0%
Since Inception 648.1% 899.7%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 28.9% 30.2%
5 Years 16.5% 17.8%
10 Years 17.2% 18.7%
Since Inception 11.8% 13.6%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 15.3% 15.3%
5 Years 17.6% 17.6%
10 Years 16.5% 16.5%
Since Inception 15.7% 15.7%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.88 1.97
5 Years 0.93 1.01
10 Years 1.04 1.13
Since Inception 0.75 0.87

All returns in U.S. Dollars


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