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 04/15/2025
Price Return Total Return
YTD -13.7% -13.4%
1 Year -3.8% -2.8%
3 Years 19.3% 24.7%
5 Years 101.9% 117.7%
10 Years 181.6% 229.8%
Since Inception 414.0% 599.5%

Annualized Returns - through 04/15/2025
Price Return Total Return
3 Years 5.9% 7.5%
5 Years 15.9% 17.6%
10 Years 10.7% 12.5%
Since Inception 9.9% 11.9%

Standard Deviation - through 04/15/2025
Price Return Total Return
3 Years 19.3% 19.2%
5 Years 18.1% 18.1%
10 Years 17.3% 17.2%
Since Inception 19.0% 18.9%

Sharpe Ratio - through 04/15/2025
Price Return Total Return
3 Years 0.31 0.39
5 Years 0.88 0.97
10 Years 0.62 0.73
Since Inception 0.52 0.63

All returns in U.S. Dollars


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