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 01/07/2026
Price Return Total Return
YTD 1.8% 1.9%
1 Year 18.6% 19.9%
3 Years 89.5% 96.8%
5 Years 96.5% 110.1%
10 Years 292.9% 361.4%
Since Inception 449.9% 668.0%

Annualized Returns - through 01/07/2026
Price Return Total Return
3 Years 23.8% 25.3%
5 Years 14.5% 16.0%
10 Years 14.7% 16.5%
Since Inception 9.9% 11.9%

Standard Deviation - through 01/07/2026
Price Return Total Return
3 Years 12.2% 12.2%
5 Years 15.6% 15.5%
10 Years 15.4% 15.4%
Since Inception 15.2% 15.2%

Sharpe Ratio - through 01/07/2026
Price Return Total Return
3 Years 1.95 2.07
5 Years 0.93 1.03
10 Years 0.95 1.07
Since Inception 0.65 0.78

All returns in U.S. Dollars


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