MarketGrader US Mid Cap Core 100 Index



Calendar Year Total Returns
INDEX MG US Mid Cap Core 100 (PR) - EW MG US Mid Cap Core 100 (TR) - EW MG US Mid Cap Core 100 (PR) - MCW MG US Mid Cap Core 100 (TR) - MCW
2025 10.0% 11.5% 12.5% 14.0%
2024 16.3% 17.7% 18.5% 19.8%
2023 17.6% 19.6% 14.9% 16.7%
2022 -10.3% -8.3% -9.3% -7.4%
2021 25.4% 27.9% 24.8% 27.0%
2020 15.7% 18.5% 16.5% 19.1%
2019 27.4% 29.7% 27.6% 29.9%
2018 -9.5% -7.6% -9.2% -7.4%
2017 17.5% 19.1% 18.4% 20.0%
2016 24.4% 26.5% 24.4% 26.4%
2015 0.0% 1.7% 0.7% 2.1%
2014 5.4% 7.8% 5.3% 7.5%
Cumulative Returns - through 02/06/2026
EW PR EW TR MCW PR MCW TR
YTD 2.3% 2.5% 2.7% 2.8%
1 Year 7.4% 9.0% 10.7% 12.3%
3 Years 39.3% 45.6% 44.2% 50.3%
5 Years 62.5% 77.0% 68.1% 81.9%
10 Years 283.9% 358.3% 299.0% 371.3%
Since Inception 461.1% 715.7% 499.6% 747.2%

Annualized Returns - through 02/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 11.7% 13.4% 13.0% 14.5%
5 Years 10.5% 12.4% 11.2% 13.0%
10 Years 14.2% 16.3% 14.7% 16.6%
Since Inception 10.0% 12.2% 10.4% 12.5%

Standard Deviation - through 02/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.9% 14.9% 14.7% 14.6%
5 Years 17.3% 17.2% 17.0% 16.9%
10 Years 17.9% 17.8% 17.6% 17.5%
Since Inception 19.5% 19.4% 19.2% 19.2%

Sharpe Ratio - through 02/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.78 0.90 0.89 0.99
5 Years 0.61 0.72 0.66 0.77
10 Years 0.79 0.91 0.83 0.95
Since Inception 0.51 0.63 0.54 0.65

All returns in U.S. Dollars


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