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%
Cumulative Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
YTD 6.2% 7.6% 8.3% 9.7%
1 Year -0.5% 1.0% 2.0% 3.5%
3 Years 42.6% 49.2% 45.8% 52.0%
5 Years 69.9% 85.3% 74.0% 88.4%
10 Years 200.6% 259.5% 214.4% 272.1%
Since Inception 429.8% 668.0% 462.6% 693.0%

Annualized Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 12.6% 14.3% 13.4% 15.0%
5 Years 11.2% 13.1% 11.7% 13.5%
10 Years 11.6% 13.7% 12.1% 14.0%
Since Inception 9.8% 12.1% 10.1% 12.3%

Standard Deviation - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 16.4% 16.3% 15.9% 15.9%
5 Years 18.1% 18.1% 17.8% 17.8%
10 Years 18.3% 18.2% 17.9% 17.8%
Since Inception 19.7% 19.6% 19.4% 19.3%

Sharpe Ratio - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.77 0.88 0.84 0.95
5 Years 0.62 0.72 0.66 0.76
10 Years 0.63 0.75 0.68 0.79
Since Inception 0.50 0.62 0.52 0.64

All returns in U.S. Dollars


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