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 02/27/2026
EW PR EW TR MCW PR MCW TR
YTD 4.4% 4.6% 4.5% 4.7%
1 Year 13.4% 15.1% 16.5% 18.1%
3 Years 45.2% 51.7% 50.7% 57.0%
5 Years 64.1% 78.6% 69.7% 83.6%
10 Years 267.4% 338.5% 281.7% 350.8%
Since Inception 472.4% 732.7% 510.6% 763.4%

Annualized Returns - through 02/27/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.2% 14.9% 14.7% 16.2%
5 Years 11.0% 12.9% 11.7% 13.5%
10 Years 13.8% 15.9% 14.3% 16.2%
Since Inception 10.1% 12.4% 10.5% 12.6%

Standard Deviation - through 02/27/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.1% 15.0% 14.7% 14.7%
5 Years 17.4% 17.3% 17.1% 17.0%
10 Years 17.9% 17.8% 17.6% 17.5%
Since Inception 19.5% 19.4% 19.2% 19.2%

Sharpe Ratio - through 02/27/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.88 0.99 1.00 1.10
5 Years 0.63 0.75 0.68 0.79
10 Years 0.77 0.89 0.81 0.93
Since Inception 0.52 0.64 0.55 0.66

All returns in U.S. Dollars


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