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 -0.4% 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%
2013 31.9% 35.4% 29.8% 33.5%
Cumulative Returns - through 04/18/2025
EW PR EW TR MCW PR MCW TR
YTD 0.6% 2.3% 1.5% 3.0%
1 Year 4.7% 10.9% 6.5% 11.8%
3 Years 2.9% 17.9% 6.9% 21.0%
5 Years 53.4% 83.4% 51.6% 79.6%
10 Years 55.5% 116.0% 42.5% 96.4%
Since Inception 105.6% 257.0% 59.1% 173.7%

Annualized Returns - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.0% 5.6% 2.2% 6.6%
5 Years 8.9% 12.9% 8.7% 12.4%
10 Years 4.5% 8.0% 3.6% 7.0%
Since Inception 4.2% 7.6% 2.7% 6.0%

Standard Deviation - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.5% 22.3% 22.4% 22.1%
5 Years 21.9% 21.7% 21.5% 21.3%
10 Years 21.0% 20.9% 20.3% 20.2%
Since Inception 22.0% 21.9% 21.2% 21.0%

Sharpe Ratio - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.04 0.25 0.10 0.30
5 Years 0.41 0.59 0.40 0.58
10 Years 0.21 0.38 0.18 0.35
Since Inception 0.19 0.35 0.13 0.29

All returns in U.S. Dollars


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