MarketGrader US Alpha Core Index



Calendar Year Total Returns
INDEX MG US Alpha Core (PR) MG US Alpha Core (TR)
2025 17.2% 18.5%
2024 27.0% 28.4%
2023 26.4% 28.4%
2022 -20.9% -19.5%
2021 28.0% 29.6%
2020 20.1% 22.4%
2019 30.6% 33.0%
2018 -6.4% -4.6%
2017 23.3% 25.5%
2016 8.8% 11.1%
2015 -2.4% -0.3%
2014 11.4% 13.7%
Cumulative Returns - through 05/06/2026
Price Return Total Return
YTD 14.4% 14.8%
1 Year 40.7% 42.2%
3 Years 97.0% 104.1%
5 Years 97.7% 111.3%
10 Years 332.7% 406.5%
Since Inception 517.7% 765.8%

Annualized Returns - through 05/06/2026
Price Return Total Return
3 Years 25.4% 26.9%
5 Years 14.6% 16.1%
10 Years 15.8% 17.6%
Since Inception 10.4% 12.4%

Standard Deviation - through 05/06/2026
Price Return Total Return
3 Years 15.9% 16.0%
5 Years 17.6% 17.6%
10 Years 16.4% 16.3%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 05/06/2026
Price Return Total Return
3 Years 1.59 1.69
5 Years 0.83 0.92
10 Years 0.97 1.08
Since Inception 0.66 0.79

All returns in U.S. Dollars


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