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 05/02/2025
Price Return Total Return
YTD -4.7% -4.0%
1 Year -2.0% -0.1%
3 Years 26.7% 35.4%
5 Years 72.0% 93.1%
10 Years 129.7% 192.1%
Since Inception 226.5% 396.9%

Annualized Returns - through 05/02/2025
Price Return Total Return
3 Years 7.8% 10.2%
5 Years 11.9% 14.6%
10 Years 8.6% 11.3%
Since Inception 7.0% 9.6%

Standard Deviation - through 05/02/2025
Price Return Total Return
3 Years 15.2% 15.2%
5 Years 14.7% 14.7%
10 Years 14.6% 14.6%
Since Inception 14.9% 14.8%

Sharpe Ratio - through 05/02/2025
Price Return Total Return
3 Years 0.51 0.67
5 Years 0.81 0.99
10 Years 0.59 0.78
Since Inception 0.47 0.65

All returns in U.S. Dollars


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