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 10/13/2025
Price Return Total Return
YTD 12.0% 13.0%
1 Year 14.2% 15.6%
3 Years 75.9% 83.1%
5 Years 109.4% 125.3%
10 Years 277.8% 342.7%
Since Inception 566.8% 812.2%

Annualized Returns - through 10/13/2025
Price Return Total Return
3 Years 20.7% 22.3%
5 Years 15.9% 17.6%
10 Years 14.2% 16.0%
Since Inception 11.2% 13.2%

Standard Deviation - through 10/13/2025
Price Return Total Return
3 Years 16.1% 16.1%
5 Years 17.4% 17.3%
10 Years 17.2% 17.1%
Since Inception 18.8% 18.7%

Sharpe Ratio - through 10/13/2025
Price Return Total Return
3 Years 1.29 1.39
5 Years 0.91 1.02
10 Years 0.83 0.94
Since Inception 0.60 0.70

All returns in U.S. Dollars


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