MarketGrader 100 Index


*Inception date: September 20, 2002.

Calendar Year Total Returns
Cumulative Returns - through 10/20/2021
Price Return
YTD 21.1%
1 Year 36.4%
3 Years 41.6%
5 Years 90.3%
10 Years 222.6%
Since Inception 624.6%

Annualized Returns - through 10/20/2021
Price Return
3 Years 12.0%
5 Years 13.7%
10 Years 12.4%
Since Inception 10.9%

Standard Deviation - through 10/20/2021
Price Return
3 Years 21.1%
5 Years 17.8%
10 Years 16.6%
Since Inception 18.6%

Sharpe Ratio - through 10/20/2021
Price Return
3 Years 0.57
5 Years 0.77
10 Years 0.75
Since Inception 0.59

All returns in U.S. Dollars

The MarketGrader 100 Index index was first published on September 20, 2002. 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). Backtested performance information is purely hypothetical and is solely for informational purposes. Backtested 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.

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