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 01/07/2026
EW PR EW TR MCW PR MCW TR
YTD 3.0% 3.0% 3.6% 3.6%
1 Year 11.5% 13.1% 15.4% 16.9%
3 Years 49.5% 56.1% 53.6% 59.9%
5 Years 66.2% 81.1% 73.9% 88.2%
10 Years 261.3% 331.5% 268.8% 335.8%
Since Inception 464.7% 719.8% 505.0% 753.8%

Annualized Returns - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.6% 16.3% 15.4% 16.9%
5 Years 11.1% 13.0% 11.7% 13.5%
10 Years 13.5% 15.5% 13.9% 15.9%
Since Inception 10.1% 12.4% 10.5% 12.6%

Standard Deviation - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.7% 15.7% 15.2% 15.2%
5 Years 17.3% 17.2% 17.1% 17.0%
10 Years 18.2% 18.1% 17.8% 17.7%
Since Inception 19.6% 19.5% 19.3% 19.2%

Sharpe Ratio - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.93 1.04 1.01 1.11
5 Years 0.64 0.75 0.69 0.80
10 Years 0.74 0.86 0.78 0.90
Since Inception 0.52 0.64 0.54 0.66

All returns in U.S. Dollars


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