MarketGrader Israel All-Cap 40 Index
*Inception date: December 31, 2007.
Calendar Year Total Returns
| INDEX |
MG Israel All-Cap 40 (PR) |
MG Israel All-Cap 40 (TR) |
| 2025 |
67.8% |
71.4% |
| 2024 |
27.9% |
31.1% |
| 2023 |
1.1% |
4.1% |
| 2022 |
-30.4% |
-28.6% |
| 2021 |
36.0% |
39.7% |
| 2020 |
27.4% |
27.3% |
| 2019 |
44.4% |
48.8% |
| 2018 |
-6.2% |
-4.0% |
| 2017 |
28.0% |
32.0% |
| 2016 |
4.1% |
6.6% |
| 2015 |
0.0% |
2.1% |
| 2014 |
-12.6% |
-9.8% |
Cumulative Returns - through 12/15/2025
|
Price Return |
Total Return |
| YTD |
67.8% |
71.4% |
| 1 Year |
68.2% |
71.9% |
| 3 Years |
105.8% |
121.8% |
| 5 Years |
110.8% |
138.7% |
| 10 Years |
372.7% |
497.2% |
| Since Inception |
406.4% |
717.3% |
Annualized Returns - through 12/15/2025
|
Price Return |
Total Return |
| 3 Years |
27.2% |
30.4% |
| 5 Years |
16.1% |
19.0% |
| 10 Years |
16.8% |
19.6% |
| Since Inception |
9.4% |
12.4% |
Standard Deviation - through 12/15/2025
|
Price Return |
Total Return |
| 3 Years |
22.6% |
22.3% |
| 5 Years |
21.2% |
20.9% |
| 10 Years |
19.3% |
19.2% |
| Since Inception |
21.3% |
21.2% |
Sharpe Ratio - through 12/15/2025
|
Price Return |
Total Return |
| 3 Years |
1.20 |
1.36 |
| 5 Years |
0.76 |
0.91 |
| 10 Years |
0.87 |
1.02 |
| Since Inception |
0.44 |
0.58 |
All returns in U.S. Dollars
The Israel All-Cap 40 Index index was first published on October 1, 2014.
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.
