MarketGrader Indexes

U.S. Equities

MarketGrader U.S. Core Indexes, Q1 2026 Update: Broad and Persistent Outperformance vs. Active Peers

MarketGrader continues to deliver strong results relative to actively managed peers across U.S. equities. Complementing our benchmark-based report cards, MarketGrader...

April 30, 2026

Global Equities

MarketGrader Global Indexes: Q1 Performance Outpaces U.S. Equities

MarketGrader’s Global Indexes delivered a more resilient performance than their U.S. counterparts in the first quarter of 2026, with broad...

April 17, 2026

Indexes & Model Portfolios

MarketGrader U.S. Indexes: A Challenging First Quarter in 2026

MarketGrader Indexes started the year on a strong footing but faced a very challenging March following the outbreak of war...

April 15, 2026

U.S. Equities

The Rotation Taking Shape in U.S. Equities: Insights from the Barron’s 400 Index

Through February 10, 2026, the divergence between the two versions of the Barron’s 400 Index has become difficult to ignore....

February 12, 2026

Global Equities

MarketGrader Indexes vs. Active Managers: 2025 Performance Review

Following the publication of our 2025 benchmark report card summary, we now turn to the second component of our annual...

January 26, 2026

Global Equities

Why Stock Selection Mattered in Australian Small Caps in 2025

The 2025 calendar year was a strong one for Australian equities. While the broad S&P/ASX 300 delivered a respectable total...

January 22, 2026

Global Equities

Global Equity Strength Drives MarketGrader Indexes Performance in 2025

MarketGrader’s 2025 report cards cover 73 indexes across US, developed, and emerging equity markets. This excludes a small number of...

January 21, 2026

Global Equities

Is Health Care Turning the Corner? Recent Results Suggest So

Investors in global health care stocks may be forgiven for their skepticism toward the sector’s recent resurgence. Health Care has...

December 19, 2025

Global Equities

Israel & Brazil Shine in MarketGrader’s Latest Global Index Report Card

MarketGrader’s US Indexes continue their strong run in 2025, with 21 of our 26 core indexes outpacing their benchmarks through...

October 22, 2025

Indexes & Model Portfolios

The Barron’s 400 Index (Equal Weight): Hitting the Market’s Sweet Spot

Over the past three decades, mid-cap stocks have quietly outperformed their large- and small-cap counterparts. From 1995 to 2025, the...

September 19, 2025

MarketGrader Insights