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%
2013 33.0% 37.0% 33.2% 37.2%
Cumulative Returns - through 09/11/2025
EW PR EW TR MCW PR MCW TR
YTD 10.1% 11.1% 11.5% 12.5%
1 Year 15.6% 17.1% 17.5% 19.0%
3 Years 57.2% 64.4% 59.4% 66.2%
5 Years 102.0% 120.2% 103.9% 120.6%
10 Years 224.1% 287.3% 235.6% 296.9%
Since Inception 449.1% 693.3% 478.9% 713.6%

Annualized Returns - through 09/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.7% 16.4% 15.1% 16.8%
5 Years 15.5% 17.5% 15.7% 17.6%
10 Years 12.6% 14.6% 13.0% 14.9%
Since Inception 10.1% 12.4% 10.4% 12.5%

Standard Deviation - through 09/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.4% 18.4% 17.8% 17.8%
5 Years 18.1% 18.1% 17.8% 17.8%
10 Years 18.4% 18.3% 18.1% 18.0%
Since Inception 19.7% 19.6% 19.5% 19.4%

Sharpe Ratio - through 09/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.80 0.89 0.85 0.95
5 Years 0.85 0.97 0.88 0.99
10 Years 0.68 0.80 0.72 0.83
Since Inception 0.51 0.63 0.53 0.65

All returns in U.S. Dollars


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