MarketGrader Market Cap Indexes’ Q1 Performance


Our Market Cap indexes also had a strong first quarter, with the Mid Cap index leading the way. This index, which selects companies with a market capitalization between $1 billion and $10 billion, gained 8.84% in the period compared to 8.70% for the S&P 400 (mid cap) index. Our small cap index didn’t do as well against its benchmark, the S&P 600 (small cap), returning only 6.60%  vs. 8.32%. Finally, our MG Large Cap index gained 4.46% during the first quarter compared to 4.87% for the S&P 500 index. MG Large Cap is up 49.82% in the last 52 weeks compared to 46.57% for the benchmark. For more information please visit our Market Cap Indexes section.

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