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 16.7% 18.9%
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 11/24/2025
Price Return Total Return
YTD 16.7% 18.9%
1 Year 11.1% 13.4%
3 Years 55.3% 65.4%
5 Years 77.2% 98.9%
10 Years 189.8% 267.9%
Since Inception 299.6% 515.5%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 15.8% 18.3%
5 Years 12.1% 14.7%
10 Years 11.2% 13.9%
Since Inception 8.0% 10.7%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 12.2% 12.2%
5 Years 14.8% 14.8%
10 Years 14.5% 14.4%
Since Inception 14.8% 14.7%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.30 1.50
5 Years 0.82 0.99
10 Years 0.77 0.96
Since Inception 0.54 0.73

All returns in U.S. Dollars


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