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
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 08/26/2026
EW PR EW TR MCW PR MCW TR
YTD 15.5% 21.5% 12.9% 18.9%
1 Year 16.5% 24.7% 13.1% 20.8%
3 Years 47.1% 76.2% 47.3% 74.0%
5 Years 10.0% 41.2% 11.9% 41.3%
10 Years 122.2% 226.2% 97.0% 184.3%
Since Inception 172.1% 420.2% 105.9% 287.3%

Annualized Returns - through 08/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.7% 20.8% 13.8% 20.3%
5 Years 1.9% 7.2% 2.3% 7.2%
10 Years 8.3% 12.5% 7.0% 11.0%
Since Inception 5.5% 9.2% 3.9% 7.5%

Standard Deviation - through 08/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.4% 17.4% 17.1% 17.1%
5 Years 20.9% 20.9% 20.8% 20.7%
10 Years 20.8% 20.7% 20.2% 20.1%
Since Inception 21.7% 21.6% 20.9% 20.8%

Sharpe Ratio - through 08/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.79 1.19 0.81 1.19
5 Years 0.09 0.34 0.11 0.35
10 Years 0.40 0.60 0.35 0.55
Since Inception 0.25 0.43 0.19 0.36

All returns in U.S. Dollars


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