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 10/21/2026
Price Return Total Return
YTD 20.2% 21.3%
1 Year 23.5% 24.8%
3 Years 99.5% 106.2%
5 Years 87.6% 100.4%
10 Years 334.8% 406.8%
Since Inception 549.2% 814.5%

Annualized Returns - through 10/21/2026
Price Return Total Return
3 Years 25.9% 27.3%
5 Years 13.4% 14.9%
10 Years 15.8% 17.6%
Since Inception 10.4% 12.5%

Standard Deviation - through 10/21/2026
Price Return Total Return
3 Years 15.6% 15.6%
5 Years 17.5% 17.5%
10 Years 16.4% 16.4%
Since Inception 15.7% 15.6%

Sharpe Ratio - through 10/21/2026
Price Return Total Return
3 Years 1.66 1.75
5 Years 0.76 0.85
10 Years 0.96 1.07
Since Inception 0.66 0.80

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE