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 07/10/2026
Price Return Total Return
YTD 11.0% 11.3%
1 Year 23.4% 24.2%
3 Years 90.5% 95.8%
5 Years 92.6% 103.8%
10 Years 392.9% 462.7%
Since Inception 707.9% 987.1%

Annualized Returns - through 07/10/2026
Price Return Total Return
3 Years 24.0% 25.1%
5 Years 14.1% 15.4%
10 Years 17.3% 18.9%
Since Inception 11.9% 13.7%

Standard Deviation - through 07/10/2026
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% 15.7%

Sharpe Ratio - through 07/10/2026
Price Return Total Return
3 Years 1.67 1.75
5 Years 0.79 0.87
10 Years 1.05 1.15
Since Inception 0.76 0.87

All returns in U.S. Dollars


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