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 05/18/2026
EW PR EW TR MCW PR MCW TR
YTD 4.1% 6.3% 0.0% 1.9%
1 Year 7.2% 14.1% 3.3% 9.1%
3 Years 28.6% 51.1% 26.9% 46.7%
5 Years 6.0% 32.8% 5.0% 29.1%
10 Years 89.3% 171.9% 67.3% 136.1%
Since Inception 145.4% 355.3% 82.3% 232.2%

Annualized Returns - through 05/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 8.7% 14.8% 8.3% 13.6%
5 Years 1.2% 5.8% 1.0% 5.2%
10 Years 6.6% 10.5% 5.3% 9.0%
Since Inception 5.0% 8.6% 3.3% 6.7%

Standard Deviation - through 05/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.2% 17.1% 17.3% 17.1%
5 Years 20.8% 20.6% 20.7% 20.5%
10 Years 21.3% 21.2% 20.6% 20.5%
Since Inception 21.8% 21.7% 21.0% 20.9%

Sharpe Ratio - through 05/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.50 0.87 0.48 0.79
5 Years 0.06 0.28 0.05 0.25
10 Years 0.31 0.50 0.26 0.44
Since Inception 0.23 0.40 0.16 0.32

All returns in U.S. Dollars


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