MarketGrader US Mid Cap Select 30 Index



Calendar Year Total Returns
INDEX MG US Mid Cap Select 30 (PR) MG US Mid Cap Select 30 (TR)
2025 16.4% 17.7%
2024 24.0% 25.3%
2023 14.8% 16.7%
2022 -2.9% -1.1%
2021 18.5% 20.6%
2020 20.5% 22.8%
2019 24.3% 26.8%
2018 -9.3% -7.4%
2017 21.8% 23.3%
2016 25.7% 27.3%
2015 2.8% 4.0%
2014 4.7% 6.5%
Cumulative Returns - through 08/05/2026
Price Return Total Return
YTD 18.5% 19.1%
1 Year 33.4% 34.6%
3 Years 79.6% 85.5%
5 Years 102.6% 116.9%
10 Years 324.8% 395.9%
Since Inception 721.2% 1031.4%

Annualized Returns - through 08/05/2026
Price Return Total Return
3 Years 21.9% 23.3%
5 Years 15.2% 16.7%
10 Years 15.6% 17.4%
Since Inception 11.9% 13.9%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 15.5% 15.5%
5 Years 17.5% 17.4%
10 Years 17.1% 17.0%
Since Inception 18.7% 18.6%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 1.42 1.51
5 Years 0.87 0.96
10 Years 0.91 1.02
Since Inception 0.64 0.75

All returns in U.S. Dollars


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