MarketGrader US Mid Cap Select 50 Index

*Inception date: December 31, 2007.

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%

*The MarketGrader U.S. Core Select 50 Indexes were first published on August 2, 2023. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Back-tested performance information is purely hypothetical and is solely for informational purposes. Back-tested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results. One cannot invest in an index. This material is intended solely for use by investment professionals and is not intended for distribution to or use by retail investors.

Cumulative Returns - through 09/11/2025
Price Return Total Return
YTD 13.0% 14.0%
1 Year 20.0% 21.5%
3 Years 65.5% 72.0%
5 Years 113.1% 129.8%
10 Years 262.8% 327.8%
Since Inception 542.4% 795.9%

Annualized Returns - through 09/11/2025
Price Return Total Return
3 Years 16.5% 18.1%
5 Years 16.9% 18.7%
10 Years 13.9% 15.8%
Since Inception 11.0% 13.1%

Standard Deviation - through 09/11/2025
Price Return Total Return
3 Years 17.0% 17.0%
5 Years 17.5% 17.4%
10 Years 17.7% 17.6%
Since Inception 19.2% 19.1%

Sharpe Ratio - through 09/11/2025
Price Return Total Return
3 Years 0.97 1.07
5 Years 0.97 1.08
10 Years 0.79 0.90
Since Inception 0.57 0.69

All returns in U.S. Dollars


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