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 06/04/2025
EW PR EW TR MCW PR MCW TR
YTD -3.1% -2.5% -2.6% -2.0%
1 Year 4.2% 5.6% 4.8% 6.0%
3 Years 28.6% 35.0% 30.1% 36.0%
5 Years 81.2% 98.0% 84.2% 99.6%
10 Years 169.5% 222.3% 177.6% 228.5%
Since Inception 383.4% 595.9% 406.1% 608.7%

Annualized Returns - through 06/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 9.0% 10.8% 9.4% 11.1%
5 Years 12.6% 14.6% 13.0% 14.8%
10 Years 10.4% 12.4% 10.7% 12.6%
Since Inception 9.4% 11.7% 9.7% 11.8%

Standard Deviation - through 06/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.2% 20.0% 19.6% 19.5%
5 Years 18.1% 18.0% 17.8% 17.7%
10 Years 18.5% 18.4% 18.1% 18.0%
Since Inception 19.8% 19.7% 19.5% 19.4%

Sharpe Ratio - through 06/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.45 0.54 0.48 0.57
5 Years 0.70 0.81 0.73 0.84
10 Years 0.56 0.68 0.59 0.70
Since Inception 0.47 0.59 0.50 0.61

All returns in U.S. Dollars


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