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 02/26/2026
Price Return Total Return
YTD 7.5% 7.7%
1 Year 33.5% 35.8%
3 Years 84.6% 94.6%
5 Years 97.9% 119.4%
10 Years 300.1% 397.0%
Since Inception 434.4% 699.6%

Annualized Returns - through 02/26/2026
Price Return Total Return
3 Years 22.8% 25.0%
5 Years 14.6% 17.0%
10 Years 14.9% 17.4%
Since Inception 9.7% 12.1%

Standard Deviation - through 02/26/2026
Price Return Total Return
3 Years 11.1% 11.1%
5 Years 14.3% 14.2%
10 Years 14.9% 14.8%
Since Inception 15.3% 15.3%

Sharpe Ratio - through 02/26/2026
Price Return Total Return
3 Years 2.05 2.25
5 Years 1.02 1.20
10 Years 1.00 1.17
Since Inception 0.63 0.79

All returns in U.S. Dollars


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