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 08/05/2026
Price Return Total Return
YTD 15.2% 15.8%
1 Year 28.8% 29.9%
3 Years 96.6% 103.6%
5 Years 97.9% 111.8%
10 Years 354.2% 430.8%
Since Inception 518.1% 786.1%

Annualized Returns - through 08/05/2026
Price Return Total Return
3 Years 25.6% 27.1%
5 Years 14.6% 16.2%
10 Years 16.3% 18.2%
Since Inception 10.3% 12.4%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 17.5% 17.5%
10 Years 16.1% 16.1%
Since Inception 15.9% 15.8%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 1.80 1.91
5 Years 0.83 0.93
10 Years 1.01 1.13
Since Inception 0.65 0.79

All returns in U.S. Dollars


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