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 05/28/2026
Price Return Total Return
YTD 17.7% 18.2%
1 Year 36.8% 38.2%
3 Years 98.6% 105.7%
5 Years 103.2% 117.2%
10 Years 337.1% 411.2%
Since Inception 535.5% 791.4%

Annualized Returns - through 05/28/2026
Price Return Total Return
3 Years 25.7% 27.2%
5 Years 15.2% 16.8%
10 Years 15.9% 17.7%
Since Inception 10.6% 12.6%

Standard Deviation - through 05/28/2026
Price Return Total Return
3 Years 16.1% 16.1%
5 Years 17.7% 17.7%
10 Years 16.4% 16.4%
Since Inception 15.8% 15.7%

Sharpe Ratio - through 05/28/2026
Price Return Total Return
3 Years 1.60 1.69
5 Years 0.86 0.95
10 Years 0.97 1.08
Since Inception 0.67 0.80

All returns in U.S. Dollars


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