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 06/16/2026
Price Return Total Return
YTD 9.9% 10.4%
1 Year 29.4% 30.6%
3 Years 89.6% 96.6%
5 Years 101.4% 115.8%
10 Years 363.1% 442.3%
Since Inception 489.5% 744.8%

Annualized Returns - through 06/16/2026
Price Return Total Return
3 Years 23.8% 25.3%
5 Years 15.0% 16.6%
10 Years 16.6% 18.4%
Since Inception 10.1% 12.2%

Standard Deviation - through 06/16/2026
Price Return Total Return
3 Years 14.6% 14.6%
5 Years 17.6% 17.5%
10 Years 16.2% 16.1%
Since Inception 15.9% 15.8%

Sharpe Ratio - through 06/16/2026
Price Return Total Return
3 Years 1.63 1.73
5 Years 0.85 0.95
10 Years 1.03 1.14
Since Inception 0.63 0.77

All returns in U.S. Dollars


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