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 07/10/2026
Price Return Total Return
YTD 12.1% 12.4%
1 Year 26.8% 27.7%
3 Years 94.2% 100.8%
5 Years 95.4% 108.8%
10 Years 357.1% 433.2%
Since Inception 501.5% 759.9%

Annualized Returns - through 07/10/2026
Price Return Total Return
3 Years 24.8% 26.2%
5 Years 14.4% 15.9%
10 Years 16.5% 18.3%
Since Inception 10.1% 12.3%

Standard Deviation - through 07/10/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 17.5% 17.5%
10 Years 16.2% 16.1%
Since Inception 15.9% 15.8%

Sharpe Ratio - through 07/10/2026
Price Return Total Return
3 Years 1.74 1.85
5 Years 0.82 0.91
10 Years 1.02 1.14
Since Inception 0.64 0.78

All returns in U.S. Dollars


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