MarketGrader US Alpha Core Index



Calendar Year Total Returns
INDEX MG US Alpha Core (PR) MG US Alpha Core (TR)
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%
2013 28.5% 31.0%
Cumulative Returns - through 10/14/2025
Price Return Total Return
YTD 13.5% 14.5%
1 Year 15.6% 16.8%
3 Years 94.3% 102.1%
5 Years 94.7% 108.3%
10 Years 272.7% 338.8%
Since Inception 422.9% 628.7%

Annualized Returns - through 10/14/2025
Price Return Total Return
3 Years 24.8% 26.4%
5 Years 14.3% 15.8%
10 Years 14.1% 15.9%
Since Inception 9.7% 11.8%

Standard Deviation - through 10/14/2025
Price Return Total Return
3 Years 13.7% 13.8%
5 Years 16.1% 16.1%
10 Years 15.6% 15.5%
Since Inception 15.3% 15.3%

Sharpe Ratio - through 10/14/2025
Price Return Total Return
3 Years 1.81 1.92
5 Years 0.89 0.98
10 Years 0.91 1.02
Since Inception 0.63 0.77

All returns in U.S. Dollars


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