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 09/15/2025
EW PR EW TR MCW PR MCW TR
YTD 15.4% 20.8% 17.1% 21.9%
1 Year 5.7% 12.6% 7.1% 12.9%
3 Years 46.3% 70.0% 51.0% 73.0%
5 Years 44.9% 77.2% 47.3% 77.4%
10 Years 73.7% 144.8% 63.0% 126.7%
Since Inception 135.8% 321.6% 83.7% 223.9%

Annualized Returns - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 13.5% 19.3% 14.7% 20.0%
5 Years 7.7% 12.1% 8.1% 12.1%
10 Years 5.7% 9.4% 5.0% 8.5%
Since Inception 5.0% 8.4% 3.5% 6.8%

Standard Deviation - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.0% 19.8% 20.0% 19.8%
5 Years 21.2% 21.1% 21.1% 20.9%
10 Years 21.1% 21.0% 20.4% 20.3%
Since Inception 21.8% 21.8% 21.0% 20.9%

Sharpe Ratio - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.67 0.97 0.74 1.01
5 Years 0.36 0.57 0.38 0.58
10 Years 0.27 0.45 0.24 0.42
Since Inception 0.23 0.39 0.17 0.32

All returns in U.S. Dollars


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