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 07/11/2025
EW PR EW TR MCW PR MCW TR
YTD 2.7% 3.5% 2.9% 3.7%
1 Year 9.2% 10.8% 9.6% 11.1%
3 Years 51.6% 58.9% 52.6% 59.4%
5 Years 104.1% 123.0% 105.1% 122.3%
10 Years 185.9% 242.3% 194.5% 248.8%
Since Inception 412.1% 638.7% 434.4% 650.0%

Annualized Returns - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.9% 16.7% 15.1% 16.8%
5 Years 15.1% 17.2% 15.3% 17.1%
10 Years 11.2% 13.2% 11.5% 13.4%
Since Inception 9.7% 12.0% 10.0% 12.1%

Standard Deviation - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.2% 19.1% 18.6% 18.5%
5 Years 18.1% 18.1% 17.9% 17.8%
10 Years 18.5% 18.4% 18.1% 18.0%
Since Inception 19.8% 19.7% 19.5% 19.4%

Sharpe Ratio - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.78 0.87 0.81 0.91
5 Years 0.83 0.95 0.86 0.96
10 Years 0.61 0.72 0.63 0.74
Since Inception 0.49 0.61 0.51 0.62

All returns in U.S. Dollars


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