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 02/26/2026
Price Return Total Return
YTD -0.9% -0.7%
1 Year 17.5% 18.8%
3 Years 77.9% 84.4%
5 Years 88.6% 101.5%
10 Years 290.6% 357.9%
Since Inception 435.3% 648.8%

Annualized Returns - through 02/26/2026
Price Return Total Return
3 Years 21.3% 22.8%
5 Years 13.5% 15.0%
10 Years 14.6% 16.4%
Since Inception 9.7% 11.7%

Standard Deviation - through 02/26/2026
Price Return Total Return
3 Years 12.1% 12.1%
5 Years 15.7% 15.7%
10 Years 15.3% 15.3%
Since Inception 15.2% 15.2%

Sharpe Ratio - through 02/26/2026
Price Return Total Return
3 Years 1.77 1.89
5 Years 0.86 0.96
10 Years 0.95 1.07
Since Inception 0.64 0.77

All returns in U.S. Dollars


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