MarketGrader UK Small Cap 100 Index



Calendar Year Total Returns
INDEX MG UK Small Cap 100 (PR) - EW MG UK Small Cap 100 (TR) - EW MG UK Small Cap 100 (PR) - MCW MG UK Small Cap 100 (TR) - MCW
2024 -0.5% 5.3% 0.4% 5.8%
2023 17.7% 22.1% 20.4% 24.5%
2022 -27.9% -25.3% -28.8% -26.4%
2021 21.6% 24.1% 22.5% 25.1%
2020 8.6% 11.1% 4.6% 6.9%
2019 39.8% 44.0% 34.5% 38.5%
2018 -18.3% -15.5% -18.0% -15.4%
2017 35.5% 39.3% 31.4% 35.5%
2016 -11.8% -9.3% -12.7% -10.1%
2015 7.5% 10.6% 6.1% 9.1%
2014 -2.3% 0.4% -1.9% 0.9%
2013 31.9% 35.4% 29.8% 33.5%
Cumulative Returns - through 12/26/2024
EW PR EW TR MCW PR MCW TR
YTD -0.5% 5.3% 0.4% 5.8%
1 Year -1.6% 4.2% -0.6% 4.8%
3 Years -14.0% -2.1% -12.6% -1.5%
5 Years 13.0% 34.2% 11.4% 31.1%
10 Years 64.1% 125.8% 48.0% 102.1%
Since Inception 104.1% 248.7% 56.9% 165.8%

Annualized Returns - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years -4.8% -0.6% -4.3% -0.4%
5 Years 2.5% 6.1% 2.2% 5.6%
10 Years 5.1% 8.5% 4.0% 7.3%
Since Inception 4.3% 7.6% 2.7% 5.9%

Standard Deviation - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 23.5% 23.3% 23.5% 23.2%
5 Years 24.8% 24.6% 24.1% 23.9%
10 Years 21.2% 21.1% 20.5% 20.3%
Since Inception 22.2% 22.1% 21.3% 21.2%

Sharpe Ratio - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years -0.20 -0.03 -0.18 -0.02
5 Years 0.10 0.25 0.09 0.23
10 Years 0.24 0.40 0.20 0.36
Since Inception 0.19 0.34 0.13 0.28

All returns in U.S. Dollars


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