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 01/09/2026
EW PR EW TR MCW PR MCW TR
YTD 2.4% 2.5% 2.1% 2.1%
1 Year 25.8% 33.8% 19.7% 26.3%
3 Years 32.0% 54.4% 37.3% 57.8%
5 Years 20.5% 48.9% 22.0% 48.1%
10 Years 92.1% 173.2% 71.8% 140.6%
Since Inception 141.3% 338.9% 86.1% 232.7%

Annualized Returns - through 01/09/2026
EW PR EW TR MCW PR MCW TR
3 Years 9.7% 15.6% 11.1% 16.4%
5 Years 3.4% 7.9% 4.1% 8.2%
10 Years 6.4% 10.2% 5.6% 9.2%
Since Inception 5.0% 8.5% 3.5% 6.9%

Standard Deviation - through 01/09/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.0% 15.8% 16.3% 16.1%
5 Years 20.0% 19.8% 19.9% 19.8%
10 Years 21.1% 21.0% 20.4% 20.2%
Since Inception 21.7% 21.6% 20.9% 20.8%

Sharpe Ratio - through 01/09/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.61 0.99 0.68 1.02
5 Years 0.17 0.40 0.21 0.41
10 Years 0.30 0.49 0.27 0.45
Since Inception 0.23 0.39 0.17 0.33

All returns in U.S. Dollars


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