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 09/16/2026
Price Return Total Return
YTD 9.1% 9.8%
1 Year 14.6% 15.5%
3 Years 93.2% 98.1%
5 Years 90.4% 100.9%
10 Years 413.5% 482.9%
Since Inception 729.9% 1016.5%

Annualized Returns - through 09/16/2026
Price Return Total Return
3 Years 24.5% 25.6%
5 Years 13.7% 15.0%
10 Years 17.8% 19.3%
Since Inception 11.9% 13.7%

Standard Deviation - through 09/16/2026
Price Return Total Return
3 Years 15.5% 15.5%
5 Years 18.5% 18.5%
10 Years 16.9% 16.9%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 09/16/2026
Price Return Total Return
3 Years 1.58 1.65
5 Years 0.74 0.81
10 Years 1.05 1.14
Since Inception 0.75 0.87

All returns in U.S. Dollars


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