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 05/28/2026
Price Return Total Return
YTD 12.4% 12.8%
1 Year 33.1% 34.5%
3 Years 87.7% 93.9%
5 Years 93.2% 107.7%
10 Years 327.4% 399.1%
Since Inception 679.4% 972.1%

Annualized Returns - through 05/28/2026
Price Return Total Return
3 Years 23.4% 24.7%
5 Years 14.1% 15.7%
10 Years 15.6% 17.4%
Since Inception 11.8% 13.7%

Standard Deviation - through 05/28/2026
Price Return Total Return
3 Years 15.4% 15.4%
5 Years 17.2% 17.1%
10 Years 17.0% 16.9%
Since Inception 18.7% 18.6%

Sharpe Ratio - through 05/28/2026
Price Return Total Return
3 Years 1.52 1.61
5 Years 0.82 0.92
10 Years 0.92 1.03
Since Inception 0.63 0.74

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