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% |