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)
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%
2013 27.3% 30.2%
Cumulative Returns - through 08/08/2025
Price Return Total Return
YTD 6.4% 7.7%
1 Year 9.3% 11.6%
3 Years 46.1% 56.1%
5 Years 75.4% 97.1%
10 Years 160.4% 231.4%
Since Inception 264.4% 457.7%

Annualized Returns - through 08/08/2025
Price Return Total Return
3 Years 13.5% 16.0%
5 Years 12.0% 14.6%
10 Years 10.2% 12.9%
Since Inception 7.6% 10.2%

Standard Deviation - through 08/08/2025
Price Return Total Return
3 Years 14.3% 14.3%
5 Years 14.9% 14.9%
10 Years 14.7% 14.7%
Since Inception 14.9% 14.8%

Sharpe Ratio - through 08/08/2025
Price Return Total Return
3 Years 0.95 1.12
5 Years 0.80 0.98
10 Years 0.69 0.88
Since Inception 0.51 0.69

All returns in U.S. Dollars


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