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% 24.1%
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 12/15/2025
Price Return Total Return
YTD 22.1% 24.1%
1 Year 18.6% 20.6%
3 Years 77.6% 87.7%
5 Years 97.7% 119.3%
10 Years 253.8% 340.6%
Since Inception 397.2% 642.0%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 21.1% 23.3%
5 Years 14.6% 17.0%
10 Years 13.5% 16.0%
Since Inception 9.3% 11.8%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 12.2% 12.2%
5 Years 14.2% 14.2%
10 Years 15.1% 15.0%
Since Inception 15.4% 15.3%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.73 1.91
5 Years 1.03 1.20
10 Years 0.89 1.06
Since Inception 0.61 0.77

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