MarketGrader US Large Cap Value Index



Calendar Year Total Returns
INDEX (PR) (TR)
2025 22.1% 24.2%
2024 20.3% 22.4%
2023 20.7% 23.3%
2022 -10.4% -8.1%
2021 23.0% 25.9%
2020 9.5% 12.4%
2019 27.0% 30.0%
2018 -4.5% -2.4%
2017 20.2% 22.7%
2016 13.8% 16.4%
2015 -4.7% -2.5%
2014 9.8% 12.2%
Cumulative Returns - through 03/20/2026
Price Return Total Return
YTD 0.0% 0.5%
1 Year 27.5% 29.7%
3 Years 76.8% 86.5%
5 Years 76.3% 95.7%
10 Years 252.7% 338.8%
Since Inception 397.5% 645.9%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 20.9% 23.1%
5 Years 12.1% 14.4%
10 Years 13.4% 15.9%
Since Inception 9.2% 11.6%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 11.5% 11.5%
5 Years 14.5% 14.4%
10 Years 15.1% 15.0%
Since Inception 15.4% 15.3%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.81 2.00
5 Years 0.84 1.00
10 Years 0.89 1.06
Since Inception 0.60 0.76

All returns in U.S. Dollars


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