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 09/16/2026
Price Return Total Return
YTD 17.6% 18.5%
1 Year 21.7% 23.0%
3 Years 86.7% 93.0%
5 Years 86.3% 99.0%
10 Years 324.8% 395.2%
Since Inception 534.9% 793.3%

Annualized Returns - through 09/16/2026
Price Return Total Return
3 Years 23.2% 24.6%
5 Years 13.3% 14.8%
10 Years 15.6% 17.3%
Since Inception 10.4% 12.4%

Standard Deviation - through 09/16/2026
Price Return Total Return
3 Years 16.0% 16.1%
5 Years 17.8% 17.8%
10 Years 16.5% 16.4%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 09/16/2026
Price Return Total Return
3 Years 1.45 1.53
5 Years 0.75 0.83
10 Years 0.95 1.05
Since Inception 0.66 0.79

All returns in U.S. Dollars


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