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)
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%
2013 30.9% 34.7%
Cumulative Returns - through 06/02/2025
Price Return Total Return
YTD -2.9% -2.4%
1 Year 1.5% 2.5%
3 Years 39.4% 45.5%
5 Years 98.0% 113.3%
10 Years 212.2% 265.8%
Since Inception 478.3% 688.2%

Annualized Returns - through 06/02/2025
Price Return Total Return
3 Years 11.5% 13.1%
5 Years 15.3% 17.0%
10 Years 12.0% 13.8%
Since Inception 10.5% 12.5%

Standard Deviation - through 06/02/2025
Price Return Total Return
3 Years 18.5% 18.4%
5 Years 17.2% 17.2%
10 Years 17.2% 17.1%
Since Inception 18.9% 18.8%

Sharpe Ratio - through 06/02/2025
Price Return Total Return
3 Years 0.62 0.71
5 Years 0.89 0.99
10 Years 0.70 0.81
Since Inception 0.56 0.66

All returns in U.S. Dollars


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