MarketGrader UK Small Cap 100 Index



Calendar Year Total Returns
INDEX (PR) - EW (TR) - EW (PR) - MCW (TR) - MCW
2025 15.3% 22.7% 16.2% 22.7%
2024 -0.4% 5.4% 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%
Cumulative Returns - through 03/20/2026
EW PR EW TR MCW PR MCW TR
YTD -5.4% -4.3% -6.2% -5.2%
1 Year 6.0% 13.3% 5.2% 11.4%
3 Years 24.9% 47.0% 27.9% 48.0%
5 Years 5.5% 31.5% 7.3% 31.4%
10 Years 73.0% 148.2% 58.6% 123.5%
Since Inception 122.9% 310.0% 71.0% 208.9%

Annualized Returns - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 7.7% 13.7% 8.5% 14.0%
5 Years 1.2% 5.8% 1.5% 5.7%
10 Years 5.5% 9.4% 4.6% 8.3%
Since Inception 4.5% 8.0% 3.0% 6.4%

Standard Deviation - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.7% 16.5% 16.8% 16.6%
5 Years 20.6% 20.4% 20.7% 20.5%
10 Years 21.2% 21.1% 20.6% 20.4%
Since Inception 21.8% 21.7% 21.0% 20.9%

Sharpe Ratio - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.46 0.83 0.51 0.84
5 Years 0.06 0.28 0.07 0.28
10 Years 0.26 0.45 0.22 0.41
Since Inception 0.21 0.37 0.14 0.31

All returns in U.S. Dollars


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