MarketGrader US Large Cap Select 30 Index



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -9.0% -8.7%
1 Year 17.6% 18.6%
3 Years 83.6% 89.2%
5 Years 91.7% 102.3%
10 Years 351.2% 415.1%
Since Inception 592.5% 828.2%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 22.4% 23.7%
5 Years 14.2% 15.5%
10 Years 16.3% 17.8%
Since Inception 11.2% 13.0%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 14.8% 14.8%
5 Years 18.0% 18.0%
10 Years 16.6% 16.6%
Since Inception 15.7% 15.7%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.52 1.60
5 Years 0.79 0.86
10 Years 0.98 1.07
Since Inception 0.71 0.83

All returns in U.S. Dollars


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