Indexes' Performance     Data as of 07/19/2019

Cumulative Annualized
Index YTD 1 Year 3 Year 5 Year 3 Year Ann. 5 Year Ann. 10 Year Ann.
United States
Core Indexes
Barron's 400 12.8% -9.5% 26.9% 29.7% 8.3% 5.2% 12.3%
Barron's 400 (TR) 13.7% -8.0% 32.3% 39.4% 9.8% 6.8% 13.8%
MarketGrader 40 5.3% -25.7% -4.2% -20.1% -1.4% -4.5% 4.7%
MarketGrader 100 19.2% -4.5% 40.2% 39.9% 11.9% 6.8% 12.6%
MarketGrader 200 11.7% -12.2% 20.8% 18.2% 6.5% 3.3% 11.4%
Size Indexes
MarketGrader Small Cap 4.5% -20.4% 10.2% 1.9% 3.3% 0.3% 9.6%
MarketGrader Mid Cap 12.0% -13.6% 24.8% 18.6% 7.7% 3.4% 12.6%
MarketGrader Large Cap 16.9% -6.9% 35.5% 37.6% 10.6% 6.5% 12.5%
Sector Indexes
MarketGrader Consumer Disc. 13.7% 0.9% 38.8% 36.1% 11.5% 6.2% 10.7%
MarketGrader Consumer Staples 6.6% -2.6% 6.5% 34.4% 2.1% 5.9% 13.8%
MarketGrader Energy -7.9% -34.3% -34.6% -74.2% -13.2% -23.7% -4.5%
MarketGrader Financials 8.2% -15.7% 12.9% 13.6% 4.1% 2.5% 9.8%
MarketGrader Health Care 10.0% -13.8% 25.5% 37.0% 7.9% 6.5% 15.5%
MarketGrader Industrials 23.0% -2.5% 28.6% 22.4% 8.7% 4.0% 11.9%
MarketGrader Materials 11.5% -22.6% -2.0% -12.0% -0.7% -2.6% 6.3%
MarketGrader Technology 20.2% -5.7% 43.1% 67.6% 12.7% 10.9% 14.1%
Strategic Indexes
MarketGrader US Income 100 9.4% -6.4% 7.4% 2.5% 2.4% 0.5% 7.4%
MarketGrader US Income 100 (TR) 11.9% -2.3% 21.9% 27.7% 6.8% 5.0% 12.3%
MG Large Cap Value 100 10.5% -6.9% 27.8% 28.9% 8.5% 5.1% 11.6%
MG Large Cap Value 100 (TR) 11.9% -4.8% 35.3% 42.4% 10.6% 7.3% 13.6%
MarketGrader Risk Managed 100 15.6% -10.6% 4.4% -2.8% 2.3% 0.1% 12.6%
All returns are price-only (unless labeled 'TR') and in U.S. Dollars

All figures are total returns    

  Cumulative Annualized
Index YTD 1 Year 3 Year 5 Year 3 Year Ann. 5 Year Ann. 10 Year Ann.
China
Canada
Latin America
Europe
Middle East
Asia
Global


The Barron's 400 index was first published on August 29, 2007. 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.

"The Barron's 400 IndexSM" is calculated by NYSE Euronext or its affiliates and published by MarketGrader. "Barron's®," "Barron's 400SM" and "Barron's 400 IndexSM" are trademarks or service marks of Dow Jones & Company, Inc. or its affiliates and have been licensed to MarketGrader.

Please refer to each MarketGrader index's individual pages for their inception and publication dates.


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