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 06/16/2026
Price Return Total Return
YTD 8.5% 9.1%
1 Year 25.5% 26.6%
3 Years 87.0% 92.8%
5 Years 99.6% 111.7%
10 Years 395.7% 468.0%
Since Inception 690.1% 965.1%

Annualized Returns - through 06/16/2026
Price Return Total Return
3 Years 23.2% 24.5%
5 Years 14.8% 16.2%
10 Years 17.4% 19.0%
Since Inception 11.8% 13.6%

Standard Deviation - through 06/16/2026
Price Return Total Return
3 Years 14.9% 14.9%
5 Years 17.9% 17.9%
10 Years 16.5% 16.4%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 06/16/2026
Price Return Total Return
3 Years 1.55 1.64
5 Years 0.83 0.91
10 Years 1.06 1.16
Since Inception 0.75 0.87

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE