MarketGrader US Large Cap Value Select 30 Index



Calendar Year Total Returns
INDEX MG US Large Cap Value Select 30 (PR) MG US Large Cap Value Select 30 (TR)
2025 25.3% 27.9%
2024 16.3% 18.7%
2023 19.4% 22.2%
2022 -11.2% -8.9%
2021 20.3% 23.4%
2020 6.2% 9.3%
2019 21.6% 24.8%
2018 -1.8% 0.6%
2017 19.5% 22.2%
2016 12.7% 15.3%
2015 -2.6% -0.3%
2014 9.9% 12.4%
Cumulative Returns - through 01/08/2026
Price Return Total Return
YTD 4.8% 4.8%
1 Year 30.3% 33.0%
3 Years 77.1% 88.5%
5 Years 92.6% 115.9%
10 Years 242.2% 334.1%
Since Inception 349.9% 594.2%

Annualized Returns - through 01/08/2026
Price Return Total Return
3 Years 21.0% 23.5%
5 Years 14.0% 16.6%
10 Years 13.1% 15.8%
Since Inception 8.7% 11.3%

Standard Deviation - through 01/08/2026
Price Return Total Return
3 Years 11.3% 11.3%
5 Years 14.2% 14.2%
10 Years 14.5% 14.5%
Since Inception 14.8% 14.7%

Sharpe Ratio - through 01/08/2026
Price Return Total Return
3 Years 1.86 2.08
5 Years 0.98 1.17
10 Years 0.90 1.09
Since Inception 0.59 0.77

All returns in U.S. Dollars


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