MarketGrader US Large Cap Value Select 30 Index



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD 0.2% 0.6%
1 Year 27.4% 29.9%
3 Years 74.2% 85.1%
5 Years 70.5% 91.3%
10 Years 217.1% 302.3%
Since Inception 330.0% 566.2%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 20.3% 22.8%
5 Years 11.3% 13.9%
10 Years 12.2% 14.9%
Since Inception 8.3% 11.0%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 11.6% 11.6%
5 Years 14.4% 14.5%
10 Years 14.5% 14.4%
Since Inception 14.8% 14.7%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.76 1.97
5 Years 0.78 0.96
10 Years 0.84 1.03
Since Inception 0.56 0.75

All returns in U.S. Dollars


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