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 09/17/2025
Price Return Total Return
YTD 13.9% 15.3%
1 Year 17.5% 19.4%
3 Years 66.6% 76.3%
5 Years 106.0% 128.8%
10 Years 236.5% 319.6%
Since Inception 364.1% 589.5%

Annualized Returns - through 09/17/2025
Price Return Total Return
3 Years 18.7% 21.0%
5 Years 15.7% 18.2%
10 Years 13.1% 15.7%
Since Inception 9.0% 11.5%

Standard Deviation - through 09/18/2025
Price Return Total Return
3 Years 14.5% 14.5%
5 Years 15.0% 15.0%
10 Years 15.3% 15.2%
Since Inception 15.5% 15.4%

Sharpe Ratio - through 09/18/2025
Price Return Total Return
3 Years 1.29 1.45
5 Years 1.05 1.22
10 Years 0.86 1.03
Since Inception 0.58 0.75

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