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 07/10/2026
Price Return Total Return
YTD 15.3% 15.6%
1 Year 30.0% 30.9%
3 Years 77.7% 83.3%
5 Years 98.4% 112.2%
10 Years 331.2% 402.4%
Since Inception 699.0% 998.3%

Annualized Returns - through 07/10/2026
Price Return Total Return
3 Years 21.1% 22.4%
5 Years 14.7% 16.3%
10 Years 15.8% 17.6%
Since Inception 11.8% 13.8%

Standard Deviation - through 07/10/2026
Price Return Total Return
3 Years 15.3% 15.3%
5 Years 17.4% 17.3%
10 Years 17.1% 17.0%
Since Inception 18.7% 18.6%

Sharpe Ratio - through 07/10/2026
Price Return Total Return
3 Years 1.38 1.47
5 Years 0.84 0.94
10 Years 0.92 1.03
Since Inception 0.63 0.74

All returns in U.S. Dollars


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