MarketGrader US Mid Cap Core 100 Index



Calendar Year Total Returns
INDEX MG US Mid Cap Core 100 (PR) - EW MG US Mid Cap Core 100 (TR) - EW MG US Mid Cap Core 100 (PR) - MCW MG US Mid Cap Core 100 (TR) - MCW
2024 16.3% 17.7% 18.5% 19.8%
2023 17.6% 19.6% 14.9% 16.7%
2022 -10.3% -8.3% -9.3% -7.4%
2021 25.4% 27.9% 24.8% 27.0%
2020 15.7% 18.5% 16.5% 19.1%
2019 27.4% 29.7% 27.6% 29.9%
2018 -9.5% -7.6% -9.2% -7.4%
2017 17.5% 19.1% 18.4% 20.0%
2016 24.4% 26.5% 24.4% 26.4%
2015 0.0% 1.7% 0.7% 2.1%
2014 5.4% 7.8% 5.3% 7.5%
2013 33.0% 37.0% 33.2% 37.2%
Cumulative Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
YTD -6.4% -5.9% -6.5% -6.1%
1 Year 0.8% 2.1% 1.6% 2.8%
3 Years 30.1% 36.7% 30.4% 36.6%
5 Years 96.7% 114.9% 97.7% 114.2%
10 Years 160.0% 211.1% 166.1% 214.9%
Since Inception 366.8% 571.4% 385.4% 579.0%

Annualized Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 9.2% 11.0% 9.3% 10.9%
5 Years 14.3% 16.4% 14.4% 16.3%
10 Years 10.1% 12.1% 10.3% 12.2%
Since Inception 9.2% 11.6% 9.5% 11.6%

Standard Deviation - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.0% 19.9% 19.4% 19.3%
5 Years 18.3% 18.2% 17.9% 17.9%
10 Years 18.4% 18.3% 18.1% 17.9%
Since Inception 19.9% 19.8% 19.6% 19.5%

Sharpe Ratio - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.46 0.55 0.48 0.56
5 Years 0.78 0.90 0.80 0.91
10 Years 0.55 0.66 0.57 0.68
Since Inception 0.46 0.59 0.49 0.60

All returns in U.S. Dollars


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