MarketGrader US All-Cap Core 65 Index



Calendar Year Total Returns
INDEX MG US All-Cap Core 65 (PR) MG US All-Cap Core 65 (TR)
2025 22.1% 23.1%
2024 30.7% 31.9%
2023 28.0% 30.0%
2022 -22.4% -21.2%
2021 28.9% 30.3%
2020 24.5% 26.2%
2019 34.6% 36.5%
2018 -5.4% -3.6%
2017 28.1% 30.1%
2016 11.1% 13.1%
2015 3.6% 5.3%
2014 12.8% 14.6%
Cumulative Returns - through 08/05/2026
Price Return Total Return
YTD 13.9% 14.6%
1 Year 25.0% 26.0%
3 Years 92.6% 98.2%
5 Years 94.7% 106.4%
10 Years 389.7% 459.9%
Since Inception 729.5% 1018.7%

Annualized Returns - through 08/05/2026
Price Return Total Return
3 Years 24.7% 25.9%
5 Years 14.2% 15.6%
10 Years 17.2% 18.8%
Since Inception 12.0% 13.8%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 14.4% 14.4%
5 Years 17.8% 17.8%
10 Years 16.4% 16.4%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 1.71 1.80
5 Years 0.80 0.88
10 Years 1.05 1.15
Since Inception 0.76 0.88

All returns in U.S. Dollars


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