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 10.0% 11.5% 12.5% 14.0%
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 05/06/2026
EW PR EW TR MCW PR MCW TR
YTD 5.5% 6.0% 5.9% 6.3%
1 Year 24.8% 26.6% 28.2% 29.9%
3 Years 56.0% 62.7% 63.4% 69.8%
5 Years 51.3% 64.7% 57.8% 70.8%
10 Years 248.3% 316.0% 263.3% 329.2%
Since Inception 478.6% 743.7% 518.4% 776.2%

Annualized Returns - through 05/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.9% 17.6% 17.8% 19.3%
5 Years 8.6% 10.5% 9.5% 11.3%
10 Years 13.3% 15.3% 13.8% 15.7%
Since Inception 10.0% 12.3% 10.4% 12.5%

Standard Deviation - through 05/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.5% 15.5% 15.1% 15.1%
5 Years 17.6% 17.5% 17.3% 17.2%
10 Years 18.1% 17.9% 17.7% 17.6%
Since Inception 19.5% 19.4% 19.2% 19.1%

Sharpe Ratio - through 05/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.02 1.13 1.18 1.28
5 Years 0.49 0.60 0.55 0.66
10 Years 0.74 0.85 0.78 0.89
Since Inception 0.51 0.63 0.54 0.65

All returns in U.S. Dollars


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