MarketGrader US Large Cap Value Index



Calendar Year Total Returns
INDEX MG US Large Cap Value (PR) MG US Large Cap Value (TR)
2025 22.1% 24.2%
2024 20.3% 22.4%
2023 20.7% 23.3%
2022 -10.4% -8.1%
2021 23.0% 25.9%
2020 9.5% 12.4%
2019 27.0% 30.0%
2018 -4.5% -2.4%
2017 20.2% 22.7%
2016 13.8% 16.4%
2015 -4.7% -2.5%
2014 9.8% 12.2%
Cumulative Returns - through 08/13/2026
Price Return Total Return
YTD 20.6% 22.0%
1 Year 38.1% 40.8%
3 Years 84.9% 95.2%
5 Years 97.2% 118.7%
10 Years 303.5% 401.1%
Since Inception 499.7% 806.0%

Annualized Returns - through 08/13/2026
Price Return Total Return
3 Years 22.9% 25.2%
5 Years 14.5% 16.9%
10 Years 15.0% 17.6%
Since Inception 10.1% 12.5%

Standard Deviation - through 08/13/2026
Price Return Total Return
3 Years 11.7% 11.7%
5 Years 14.5% 14.5%
10 Years 15.0% 15.0%
Since Inception 15.3% 15.2%

Sharpe Ratio - through 08/13/2026
Price Return Total Return
3 Years 1.95 2.15
5 Years 1.00 1.16
10 Years 1.00 1.18
Since Inception 0.66 0.82

All returns in U.S. Dollars


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