MG Indexes Post a Strong Q3

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.

Index Q3 2010 YTD
DJIA 10.37% 3.45%
S&P 500 10.72% 2.34%
Barron’s 400 10.71% 8.05%
MarketGrader 40 11.35% 4.46%
MarketGrader 100 9.32% 6.30%
MarketGrader 200 10.70% 7.56%

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.

Index Q3 2010 YTD
MarketGrader Small Cap 8.97% 7.83%
S&P 600 9.32% 7.79%
MarketGrader Mid Cap 11.24% 11.26%
S&P 400 12.70% 10.38%
MarketGrader Large Cap 12.28% 5.25%
S&P 500 10.72% 2.34%

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