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 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD 10.4% 11.2% 12.6% 13.0%
1 Year 18.2% 19.8% 23.1% 24.1%
3 Years 46.6% 52.8% 56.5% 62.0%
5 Years 60.3% 74.4% 69.9% 83.0%
10 Years 251.3% 319.5% 271.4% 337.2%
Since Inception 505.3% 784.9% 557.6% 831.1%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.6% 15.2% 16.1% 17.4%
5 Years 10.0% 11.8% 11.2% 12.9%
10 Years 13.5% 15.5% 14.1% 16.0%
Since Inception 10.2% 12.4% 10.7% 12.8%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.8% 14.8% 14.7% 14.7%
5 Years 17.7% 17.6% 17.5% 17.4%
10 Years 18.1% 18.0% 17.8% 17.7%
Since Inception 19.5% 19.4% 19.2% 19.1%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.92 1.03 1.10 1.18
5 Years 0.57 0.67 0.64 0.74
10 Years 0.75 0.86 0.79 0.90
Since Inception 0.52 0.64 0.56 0.67

All returns in U.S. Dollars


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