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 04/15/2025
Price Return Total Return
YTD -9.8% -9.3%
1 Year -3.5% -1.5%
3 Years 12.8% 20.7%
5 Years 64.3% 84.8%
10 Years 123.5% 184.6%
Since Inception 208.9% 369.8%

Annualized Returns - through 04/15/2025
Price Return Total Return
3 Years 4.2% 6.6%
5 Years 11.1% 13.8%
10 Years 8.2% 10.9%
Since Inception 6.7% 9.3%

Standard Deviation - through 04/15/2025
Price Return Total Return
3 Years 16.1% 16.1%
5 Years 15.8% 15.8%
10 Years 14.8% 14.7%
Since Inception 15.0% 14.9%

Sharpe Ratio - through 04/15/2025
Price Return Total Return
3 Years 0.26 0.41
5 Years 0.70 0.87
10 Years 0.55 0.74
Since Inception 0.45 0.62

All returns in U.S. Dollars


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