MarketGrader Growth Compounders Index
*Inception date: March 1, 2012.
Calendar Year Total Returns
Cumulative Returns - through 11/30/2023
|
Price Return |
Total Return |
| YTD |
11.5% |
13.6% |
| 1 Year |
5.1% |
7.3% |
| 3 Years |
17.8% |
23.4% |
| 5 Years |
62.2% |
75.3% |
| 10 Years |
171.0% |
214.0% |
| Since Inception |
247.4% |
313.2% |
Annualized Returns - through 11/30/2023
|
Price Return |
Total Return |
| 3 Years |
5.6% |
7.3% |
| 5 Years |
10.2% |
11.9% |
| 10 Years |
10.4% |
12.1% |
| Since Inception |
11.3% |
12.9% |
Standard Deviation - through 11/30/2023
|
Price Return |
Total Return |
| 3 Years |
17.1% |
17.0% |
| 5 Years |
18.3% |
18.1% |
| 10 Years |
14.7% |
14.5% |
| Since Inception |
14.1% |
14.0% |
Sharpe Ratio - through 11/30/2023
|
Price Return |
Total Return |
| 3 Years |
0.33 |
0.43 |
| 5 Years |
0.56 |
0.66 |
| 10 Years |
0.71 |
0.83 |
| Since Inception |
0.80 |
0.92 |
All returns in U.S. Dollars
The MarketGrader Growth Compounders Index index was first published on March 1, 2022.
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.
