The MarketGrader Indexes clocked in a strong third quarter, which ended after yesterday’s trading session. The performance of our Core indexes was in line with that of the S&P 500 and the Dow. The MarketGrader 40 led the way with a return of 11.35% (price-only). Year-to-date the Barron’s 400 Index leads the way, up 8.05% vs. 2.34% for the S&P 500 and 3.45% for the Dow. The table below breaks down the performance of our Core indexes, the B400 and the market benchmarks.
The MarketGrader Market Cap Indexes also performed, for the most part, in line with their S&P benchmarks. While MarketGrader Large Cap led the S&P 500 by 156 basis points, the MarketGrader Small Cap trailed the S&P 600 by 35 basis points and the MarketGrader Mid Cap trailed the S&P 400 by 146 basis points. However, year-to-date all three MarketGrader size indexes are leading their benchmarks as you may read below.
|MarketGrader Small Cap||8.97%||7.83%|
|MarketGrader Mid Cap||11.24%||11.26%|
|MarketGrader Large Cap||12.28%||5.25%|