MarketGrader US Alpha Core Index



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -6.3% -6.0%
1 Year 15.7% 17.0%
3 Years 68.3% 74.5%
5 Years 72.7% 84.7%
10 Years 251.7% 312.4%
Since Inception 405.9% 608.5%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 18.9% 20.4%
5 Years 11.8% 13.3%
10 Years 13.4% 15.2%
Since Inception 9.3% 11.3%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 12.5% 12.5%
5 Years 15.8% 15.8%
10 Years 15.4% 15.4%
Since Inception 15.2% 15.2%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.51 1.63
5 Years 0.74 0.84
10 Years 0.87 0.99
Since Inception 0.61 0.74

All returns in U.S. Dollars


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