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
2025 10.6% 12.1% 12.9% 14.3%
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%
Cumulative Returns - through 12/16/2025
EW PR EW TR MCW PR MCW TR
YTD 10.6% 12.1% 12.9% 14.3%
1 Year 7.8% 9.3% 10.2% 11.7%
3 Years 52.7% 59.5% 55.4% 61.8%
5 Years 73.0% 88.4% 77.3% 91.7%
10 Years 228.8% 292.7% 242.3% 304.6%
Since Inception 451.6% 700.0% 486.3% 726.9%

Annualized Returns - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 15.2% 16.8% 15.8% 17.4%
5 Years 11.6% 13.5% 12.1% 13.9%
10 Years 12.6% 14.7% 13.1% 15.0%
Since Inception 10.0% 12.2% 10.3% 12.5%

Standard Deviation - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 15.9% 15.9% 15.4% 15.3%
5 Years 17.5% 17.4% 17.2% 17.1%
10 Years 18.3% 18.2% 17.9% 17.8%
Since Inception 19.6% 19.5% 19.3% 19.2%

Sharpe Ratio - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.95 1.06 1.03 1.13
5 Years 0.66 0.78 0.70 0.81
10 Years 0.69 0.81 0.73 0.84
Since Inception 0.51 0.63 0.53 0.65

All returns in U.S. Dollars


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