MarketGrader Growth Compounders Index

*Inception date: March 1, 2012.

Calendar Year Total Returns
Cumulative Returns - through 10/04/2022
Price Return Total Return
YTD -21.6% -20.6%
1 Year -13.6% -12.3%
3 Years 27.7% 33.4%
5 Years 63.5% 75.3%
10 Years 205.7% 252.2%
Since Inception 200.6% 249.7%

Annualized Returns - through 10/04/2022
Price Return Total Return
3 Years 8.5% 10.1%
5 Years 10.3% 11.9%
10 Years 11.8% 13.4%
Since Inception 11.0% 12.6%

Standard Deviation - through 10/04/2022
Price Return Total Return
3 Years 19.5% 19.3%
5 Years 17.6% 17.5%
10 Years 14.1% 13.9%
Since Inception 14.0% 13.9%

Sharpe Ratio - through 10/04/2022
Price Return Total Return
3 Years 0.44 0.52
5 Years 0.58 0.68
10 Years 0.84 0.96
Since Inception 0.79 0.91

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.

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