MarketGrader US Large Cap Value Index



Calendar Year Total Returns
INDEX MG US Large Cap Value (PR) MG US Large Cap Value (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 08/06/2026
Price Return Total Return
YTD 18.3% 19.7%
1 Year 39.0% 41.7%
3 Years 80.3% 90.4%
5 Years 96.3% 117.7%
10 Years 297.4% 393.6%
Since Inception 488.4% 788.8%

Annualized Returns - through 08/06/2026
Price Return Total Return
3 Years 22.1% 24.4%
5 Years 14.4% 16.8%
10 Years 14.8% 17.3%
Since Inception 10.0% 12.4%

Standard Deviation - through 08/06/2026
Price Return Total Return
3 Years 11.6% 11.7%
5 Years 14.5% 14.5%
10 Years 15.0% 14.9%
Since Inception 15.3% 15.2%

Sharpe Ratio - through 08/06/2026
Price Return Total Return
3 Years 1.90 2.09
5 Years 0.99 1.16
10 Years 0.99 1.16
Since Inception 0.65 0.82

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE