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 05/18/2026
Price Return Total Return
YTD 8.1% 8.9%
1 Year 36.0% 38.5%
3 Years 77.6% 87.4%
5 Years 79.9% 99.8%
10 Years 290.4% 385.3%
Since Inception 437.7% 709.0%

Annualized Returns - through 05/18/2026
Price Return Total Return
3 Years 21.1% 23.3%
5 Years 12.5% 14.8%
10 Years 14.6% 17.1%
Since Inception 9.6% 12.0%

Standard Deviation - through 05/18/2026
Price Return Total Return
3 Years 11.6% 11.6%
5 Years 14.4% 14.4%
10 Years 15.0% 14.9%
Since Inception 15.3% 15.3%

Sharpe Ratio - through 05/18/2026
Price Return Total Return
3 Years 1.81 2.00
5 Years 0.87 1.03
10 Years 0.97 1.14
Since Inception 0.63 0.79

All returns in U.S. Dollars


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