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 04/06/2026
Price Return Total Return
YTD 2.2% 2.8%
1 Year 47.8% 50.5%
3 Years 72.2% 81.7%
5 Years 75.4% 94.8%
10 Years 261.4% 349.7%
Since Inception 408.6% 663.5%

Annualized Returns - through 04/06/2026
Price Return Total Return
3 Years 19.9% 22.0%
5 Years 11.9% 14.3%
10 Years 13.7% 16.2%
Since Inception 9.3% 11.7%

Standard Deviation - through 04/06/2026
Price Return Total Return
3 Years 11.7% 11.7%
5 Years 14.4% 14.4%
10 Years 15.0% 15.0%
Since Inception 15.4% 15.3%

Sharpe Ratio - through 04/06/2026
Price Return Total Return
3 Years 1.70 1.88
5 Years 0.83 1.00
10 Years 0.91 1.08
Since Inception 0.61 0.77

All returns in U.S. Dollars


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