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 09/16/2026
EW PR EW TR MCW PR MCW TR
YTD 9.8% 16.4% 6.7% 13.5%
1 Year 10.1% 18.5% 6.0% 14.3%
3 Years 39.1% 67.5% 37.2% 63.7%
5 Years 4.8% 35.4% 6.0% 35.1%
10 Years 115.5% 218.0% 90.8% 177.7%
Since Inception 158.9% 398.3% 94.5% 269.8%

Annualized Returns - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 11.0% 18.1% 10.6% 17.3%
5 Years 0.9% 6.2% 1.2% 6.2%
10 Years 8.0% 12.3% 6.7% 10.8%
Since Inception 5.2% 8.9% 3.6% 7.2%

Standard Deviation - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.6% 17.6% 17.3% 17.2%
5 Years 21.0% 21.0% 20.9% 20.8%
10 Years 20.9% 20.8% 20.3% 20.2%
Since Inception 21.7% 21.6% 20.9% 20.8%

Sharpe Ratio - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.63 1.03 0.61 1.00
5 Years 0.04 0.30 0.06 0.30
10 Years 0.38 0.59 0.33 0.53
Since Inception 0.24 0.41 0.17 0.35

All returns in U.S. Dollars


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