MarketGrader US Alpha Core Index



Calendar Year Total Returns
INDEX MG US Alpha Core (PR) MG US Alpha Core (TR)
2025 14.4% 15.5%
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 11/24/2025
Price Return Total Return
YTD 14.4% 15.5%
1 Year 14.0% 15.2%
3 Years 73.8% 80.5%
5 Years 93.5% 106.9%
10 Years 258.8% 322.0%
Since Inception 427.2% 635.4%

Annualized Returns - through 11/24/2025
Price Return Total Return
3 Years 20.2% 21.8%
5 Years 14.1% 15.7%
10 Years 13.6% 15.5%
Since Inception 9.7% 11.8%

Standard Deviation - through 11/24/2025
Price Return Total Return
3 Years 13.4% 13.4%
5 Years 16.1% 16.0%
10 Years 15.5% 15.4%
Since Inception 15.3% 15.3%

Sharpe Ratio - through 11/24/2025
Price Return Total Return
3 Years 1.50 1.62
5 Years 0.88 0.98
10 Years 0.88 1.00
Since Inception 0.63 0.77

All returns in U.S. Dollars


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