MarketGrader US Large Cap Value Index



Calendar Year Total Returns
INDEX MG US Large Cap Value (PR) MG US Large Cap Value (TR)
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%
2013 30.2% 33.0%
Cumulative Returns - through 09/11/2025
Price Return Total Return
YTD 12.8% 14.2%
1 Year 16.7% 18.6%
3 Years 64.6% 74.1%
5 Years 102.8% 125.1%
10 Years 233.8% 316.4%
Since Inception 359.7% 582.7%

Annualized Returns - through 09/11/2025
Price Return Total Return
3 Years 16.8% 19.0%
5 Years 15.6% 18.0%
10 Years 12.9% 15.4%
Since Inception 9.0% 11.4%

Standard Deviation - through 09/11/2025
Price Return Total Return
3 Years 14.5% 14.5%
5 Years 14.9% 14.9%
10 Years 15.2% 15.2%
Since Inception 15.4% 15.4%

Sharpe Ratio - through 09/11/2025
Price Return Total Return
3 Years 1.16 1.31
5 Years 1.04 1.21
10 Years 0.85 1.01
Since Inception 0.58 0.74

All returns in U.S. Dollars


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