*Inception date: December 31, 2007.
Calendar Year Total Returns
| INDEX |
(PR) |
(TR) |
| 2025 |
15.6% |
17.0% |
| 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% |
*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.
