MarketGrader US Mid Cap Select 30 Index



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -3.5% -3.2%
1 Year 18.8% 20.0%
3 Years 66.7% 72.5%
5 Years 77.3% 90.8%
10 Years 269.4% 331.8%
Since Inception 569.2% 819.5%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 18.6% 19.9%
5 Years 12.1% 13.7%
10 Years 14.0% 15.8%
Since Inception 11.0% 12.9%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 15.3% 15.3%
5 Years 17.0% 16.9%
10 Years 17.0% 16.9%
Since Inception 18.7% 18.6%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.21 1.30
5 Years 0.71 0.81
10 Years 0.82 0.93
Since Inception 0.59 0.69

All returns in U.S. Dollars


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