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 05/09/2025
Price Return Total Return
YTD -6.1% -5.7%
1 Year 4.2% 5.3%
3 Years 36.1% 42.1%
5 Years 107.2% 123.5%
10 Years 185.6% 236.9%
Since Inception 433.8% 641.0%

Annualized Returns - through 05/09/2025
Price Return Total Return
3 Years 10.8% 12.4%
5 Years 15.5% 17.3%
10 Years 11.1% 12.9%
Since Inception 10.1% 12.2%

Standard Deviation - through 05/09/2025
Price Return Total Return
3 Years 18.5% 18.4%
5 Years 17.6% 17.5%
10 Years 17.6% 17.5%
Since Inception 19.3% 19.2%

Sharpe Ratio - through 05/09/2025
Price Return Total Return
3 Years 0.58 0.67
5 Years 0.88 0.99
10 Years 0.63 0.74
Since Inception 0.52 0.64

All returns in U.S. Dollars


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