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 17.8% 19.0%
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 12/15/2025
Price Return Total Return
YTD 17.8% 19.0%
1 Year 14.7% 15.9%
3 Years 67.9% 74.2%
5 Years 97.1% 111.9%
10 Years 303.1% 371.3%
Since Inception 601.4% 860.7%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 18.8% 20.3%
5 Years 14.5% 16.2%
10 Years 15.0% 16.8%
Since Inception 11.4% 13.4%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 15.0% 15.0%
5 Years 16.7% 16.6%
10 Years 17.0% 16.9%
Since Inception 18.7% 18.6%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.25 1.35
5 Years 0.87 0.98
10 Years 0.88 0.99
Since Inception 0.61 0.72

All returns in U.S. Dollars


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