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 05/01/2025
Price Return Total Return
YTD -9.2% -8.8%
1 Year -1.0% -0.0%
3 Years 35.7% 41.9%
5 Years 104.8% 120.6%
10 Years 191.4% 241.2%
Since Inception 441.0% 636.4%

Annualized Returns - through 05/01/2025
Price Return Total Return
3 Years 9.6% 11.2%
5 Years 16.5% 18.2%
10 Years 11.4% 13.2%
Since Inception 10.2% 12.1%

Standard Deviation - through 05/01/2025
Price Return Total Return
3 Years 18.2% 18.1%
5 Years 17.3% 17.2%
10 Years 17.1% 17.0%
Since Inception 18.9% 18.8%

Sharpe Ratio - through 05/01/2025
Price Return Total Return
3 Years 0.53 0.62
5 Years 0.96 1.06
10 Years 0.67 0.78
Since Inception 0.54 0.64

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE