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 07/01/2025
Price Return Total Return
YTD 3.0% 3.7%
1 Year 7.2% 8.4%
3 Years 61.9% 68.7%
5 Years 117.8% 134.6%
10 Years 236.3% 294.1%
Since Inception 513.4% 737.1%

Annualized Returns - through 07/01/2025
Price Return Total Return
3 Years 17.5% 19.1%
5 Years 16.8% 18.5%
10 Years 12.9% 14.7%
Since Inception 10.9% 12.8%

Standard Deviation - through 07/01/2025
Price Return Total Return
3 Years 17.6% 17.5%
5 Years 17.4% 17.3%
10 Years 17.2% 17.1%
Since Inception 18.9% 18.8%

Sharpe Ratio - through 07/01/2025
Price Return Total Return
3 Years 0.99 1.09
5 Years 0.97 1.07
10 Years 0.75 0.86
Since Inception 0.58 0.68

All returns in U.S. Dollars


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