MarketGrader Global All-Cap Core 95 Index



Calendar Year Total Returns
INDEX MG Global All-Cap Core 95 (PR) MG Global All-Cap Core 95 (TR)
2025 24.6% 25.9%
2024 29.3% 30.8%
2023 26.3% 28.6%
2022 -20.9% -19.6%
2021 27.2% 28.9%
2020 22.4% 24.4%
2019 32.1% 34.5%
2018 -7.0% -5.1%
2017 26.7% 29.0%
2016 7.5% 9.7%
2015 1.5% 3.6%
2014 7.7% 9.9%
Cumulative Returns - through 10/21/2026
Price Return Total Return
YTD 13.8% 14.7%
1 Year 19.0% 20.1%
3 Years 102.2% 108.9%
5 Years 92.5% 105.8%
10 Years 357.0% 432.9%
Since Inception 510.3% 776.9%

Annualized Returns - through 10/21/2026
Price Return Total Return
3 Years 26.5% 27.8%
5 Years 14.0% 15.5%
10 Years 16.4% 18.2%
Since Inception 10.1% 12.2%

Standard Deviation - through 10/21/2026
Price Return Total Return
3 Years 13.9% 13.9%
5 Years 17.3% 17.2%
10 Years 16.1% 16.1%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 10/21/2026
Price Return Total Return
3 Years 1.91 2.00
5 Years 0.81 0.90
10 Years 1.02 1.13
Since Inception 0.64 0.78

All returns in U.S. Dollars


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