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 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 02/26/2026
Price Return Total Return
YTD 7.7% 7.9%
1 Year 33.6% 36.1%
3 Years 81.9% 93.1%
5 Years 92.2% 115.2%
10 Years 258.4% 353.8%
Since Inception 362.4% 614.8%

Annualized Returns - through 02/26/2026
Price Return Total Return
3 Years 22.2% 24.7%
5 Years 14.0% 16.6%
10 Years 13.6% 16.3%
Since Inception 8.8% 11.4%

Standard Deviation - through 02/26/2026
Price Return Total Return
3 Years 11.1% 11.1%
5 Years 14.2% 14.3%
10 Years 14.3% 14.3%
Since Inception 14.8% 14.7%

Sharpe Ratio - through 02/26/2026
Price Return Total Return
3 Years 2.01 2.23
5 Years 0.98 1.16
10 Years 0.95 1.14
Since Inception 0.60 0.78

All returns in U.S. Dollars


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