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 09/16/2026
Price Return Total Return
YTD 16.9% 18.7%
1 Year 29.0% 31.6%
3 Years 77.2% 88.3%
5 Years 91.3% 114.0%
10 Years 254.8% 349.6%
Since Inception 402.0% 686.0%

Annualized Returns - through 09/16/2026
Price Return Total Return
3 Years 21.1% 23.6%
5 Years 13.9% 16.4%
10 Years 13.5% 16.2%
Since Inception 9.0% 11.6%

Standard Deviation - through 09/16/2026
Price Return Total Return
3 Years 12.1% 12.1%
5 Years 14.7% 14.7%
10 Years 14.6% 14.6%
Since Inception 14.8% 14.7%

Sharpe Ratio - through 09/16/2026
Price Return Total Return
3 Years 1.75 1.95
5 Years 0.95 1.11
10 Years 0.92 1.11
Since Inception 0.61 0.79

All returns in U.S. Dollars


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