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 11/03/2025
Price Return Total Return
YTD 17.7% 18.7%
1 Year 22.2% 23.5%
3 Years 94.8% 102.5%
5 Years 110.8% 125.5%
10 Years 265.2% 330.1%
Since Inception 442.2% 655.8%

Annualized Returns - through 11/03/2025
Price Return Total Return
3 Years 24.9% 26.5%
5 Years 16.1% 17.7%
10 Years 13.8% 15.7%
Since Inception 9.9% 12.0%

Standard Deviation - through 11/03/2025
Price Return Total Return
3 Years 13.2% 13.3%
5 Years 16.0% 16.0%
10 Years 15.4% 15.4%
Since Inception 15.3% 15.2%

Sharpe Ratio - through 11/03/2025
Price Return Total Return
3 Years 1.88 2.00
5 Years 1.01 1.11
10 Years 0.89 1.02
Since Inception 0.65 0.79

All returns in U.S. Dollars


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