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 01/07/2026
Price Return Total Return
YTD 3.7% 3.7%
1 Year 20.0% 21.3%
3 Years 66.9% 73.3%
5 Years 93.2% 107.8%
10 Years 324.1% 396.0%
Since Inception 618.7% 885.3%

Annualized Returns - through 01/07/2026
Price Return Total Return
3 Years 18.6% 20.1%
5 Years 14.1% 15.7%
10 Years 15.5% 17.4%
Since Inception 11.5% 13.5%

Standard Deviation - through 01/07/2026
Price Return Total Return
3 Years 14.9% 14.9%
5 Years 16.6% 16.5%
10 Years 17.0% 16.9%
Since Inception 18.7% 18.6%

Sharpe Ratio - through 01/07/2026
Price Return Total Return
3 Years 1.25 1.35
5 Years 0.85 0.95
10 Years 0.91 1.03
Since Inception 0.62 0.73

All returns in U.S. Dollars


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