MarketGrader U.S. All-Cap 100 Index
*Inception date: September 20, 2002.
Calendar Year Total Returns
| INDEX |
MG U.S. All-Cap 100 (PR) |
| 2025 |
11.2% |
| 2024 |
1.0% |
| 2023 |
11.5% |
| 2022 |
-15.1% |
| 2021 |
25.7% |
| 2020 |
5.9% |
| 2019 |
25.1% |
| 2018 |
-14.3% |
| 2017 |
26.6% |
| 2016 |
8.3% |
| 2015 |
-6.5% |
| 2014 |
8.5% |
Cumulative Returns - through 01/30/2026
|
Price Return |
| YTD |
2.5% |
| 1 Year |
15.7% |
| 3 Years |
20.2% |
| 5 Years |
32.4% |
| 10 Years |
131.3% |
| Since Inception |
719.3% |
Annualized Returns - through 01/30/2026
|
Price Return |
| 3 Years |
6.3% |
| 5 Years |
6.2% |
| 10 Years |
8.8% |
| Since Inception |
9.4% |
Standard Deviation - through 01/30/2026
|
Price Return |
| 3 Years |
10.3% |
| 5 Years |
15.1% |
| 10 Years |
16.5% |
| Since Inception |
18.1% |
Sharpe Ratio - through 01/30/2026
|
Price Return |
| 3 Years |
0.61 |
| 5 Years |
0.41 |
| 10 Years |
0.53 |
| Since Inception |
0.52 |
All returns in U.S. Dollars
The U.S. All-Cap 100 Index was first published on September 20, 2002. All estimated daily historical closing prices prior to that date are
based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Backtested performance
information is purely hypothetical and is solely for informational purposes. Backtested performance does not represent actual performance,
and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.
