MarketGrader US Mid Cap 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 17.8% 19.2% 20.1% 21.4%
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 12/26/2024
EW PR EW TR MCW PR MCW TR
YTD 17.8% 19.2% 20.1% 21.4%
1 Year 16.8% 18.3% 19.3% 20.6%
3 Years 24.8% 31.4% 25.8% 32.0%
5 Years 79.3% 97.3% 81.4% 97.9%
10 Years 201.5% 261.1% 210.5% 267.3%
Since Inception 405.1% 622.6% 426.5% 633.0%

Annualized Returns - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 8.2% 10.1% 8.5% 10.3%
5 Years 12.4% 14.6% 12.7% 14.6%
10 Years 11.7% 13.7% 12.0% 13.9%
Since Inception 10.0% 12.3% 10.3% 12.4%

Standard Deviation - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 19.8% 19.7% 19.4% 19.3%
5 Years 20.8% 20.6% 20.2% 20.1%
10 Years 18.3% 18.2% 17.9% 17.8%
Since Inception 19.9% 19.8% 19.6% 19.5%

Sharpe Ratio - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 0.41 0.51 0.44 0.53
5 Years 0.60 0.71 0.63 0.73
10 Years 0.64 0.75 0.67 0.78
Since Inception 0.50 0.62 0.53 0.64

All returns in U.S. Dollars


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