MarketGrader US Mid Cap Select 50 Index



Calendar Year Total Returns
INDEX MG US Mid Cap Select 50 (PR) MG US Mid Cap Select 50 (TR)
2024 23.1% 24.4%
2023 12.0% 13.6%
2022 -6.3% -4.4%
2021 24.3% 26.6%
2020 17.4% 19.7%
2019 28.1% 30.4%
2018 -10.6% -8.5%
2017 20.4% 22.1%
2016 24.2% 25.9%
2015 4.0% 5.4%
2014 7.7% 9.8%
2013 31.4% 35.4%
Cumulative Returns - through 04/21/2025
Price Return Total Return
YTD -15.2% -14.8%
1 Year -4.1% -3.0%
3 Years 12.8% 17.9%
5 Years 108.7% 125.4%
10 Years 159.8% 206.6%
Since Inception 382.1% 569.2%

Annualized Returns - through 04/21/2025
Price Return Total Return
3 Years 4.1% 5.6%
5 Years 15.9% 17.6%
10 Years 10.0% 11.9%
Since Inception 9.5% 11.6%

Standard Deviation - through 04/21/2025
Price Return Total Return
3 Years 20.0% 19.9%
5 Years 18.8% 18.7%
10 Years 17.9% 17.8%
Since Inception 19.4% 19.4%

Sharpe Ratio - through 04/21/2025
Price Return Total Return
3 Years 0.20 0.28
5 Years 0.85 0.94
10 Years 0.56 0.67
Since Inception 0.49 0.60

All returns in U.S. Dollars


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