MarketGrader US Alpha Core Index



Calendar Year Total Returns
INDEX MG US Alpha Core (PR) MG US Alpha Core (TR)
2025 15.8% 17.0%
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 12/15/2025
Price Return Total Return
YTD 15.8% 17.0%
1 Year 12.2% 13.4%
3 Years 82.9% 89.9%
5 Years 92.0% 105.4%
10 Years 271.0% 336.1%
Since Inception 433.5% 644.9%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 22.3% 23.8%
5 Years 13.9% 15.5%
10 Years 14.0% 15.9%
Since Inception 9.7% 11.8%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 13.1% 13.1%
5 Years 15.6% 15.6%
10 Years 15.5% 15.4%
Since Inception 15.3% 15.2%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.70 1.81
5 Years 0.89 0.99
10 Years 0.91 1.03
Since Inception 0.64 0.78

All returns in U.S. Dollars


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