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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD 6.1% 6.5% 6.2% 6.4%
1 Year 19.8% 27.7% 20.2% 26.9%
3 Years 32.3% 55.0% 36.1% 56.7%
5 Years 22.3% 51.4% 26.6% 53.8%
10 Years 106.9% 194.8% 90.6% 167.1%
Since Inception 150.0% 356.2% 93.5% 246.8%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 10.5% 16.5% 11.6% 16.9%
5 Years 4.1% 8.6% 4.8% 9.0%
10 Years 7.5% 11.4% 6.7% 10.3%
Since Inception 5.2% 8.7% 3.7% 7.1%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.4% 15.3% 15.4% 15.3%
5 Years 20.2% 20.0% 20.2% 20.0%
10 Years 20.9% 20.8% 20.2% 20.1%
Since Inception 21.6% 21.6% 20.9% 20.8%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.68 1.08 0.75 1.11
5 Years 0.20 0.43 0.24 0.45
10 Years 0.36 0.55 0.33 0.51
Since Inception 0.24 0.40 0.18 0.34

All returns in U.S. Dollars


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