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 08/05/2025
Price Return Total Return
YTD 4.2% 5.2%
1 Year 12.7% 14.6%
3 Years 48.4% 57.3%
5 Years 92.8% 114.2%
10 Years 189.2% 261.2%
Since Inception 324.3% 528.8%

Annualized Returns - through 08/05/2025
Price Return Total Return
3 Years 14.1% 16.3%
5 Years 14.0% 16.5%
10 Years 11.2% 13.7%
Since Inception 8.5% 11.0%

Standard Deviation - through 08/05/2025
Price Return Total Return
3 Years 14.4% 14.4%
5 Years 14.9% 14.9%
10 Years 15.3% 15.3%
Since Inception 15.4% 15.4%

Sharpe Ratio - through 08/05/2025
Price Return Total Return
3 Years 0.98 1.13
5 Years 0.94 1.11
10 Years 0.73 0.90
Since Inception 0.55 0.72

All returns in U.S. Dollars


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