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 05/09/2025
EW PR EW TR MCW PR MCW TR
YTD 9.5% 11.7% 9.2% 11.3%
1 Year 6.2% 12.8% 7.8% 13.3%
3 Years 29.5% 48.6% 32.1% 49.9%
5 Years 61.2% 93.4% 58.7% 88.3%
10 Years 59.6% 121.7% 45.0% 99.8%
Since Inception 123.7% 290.1% 71.3% 195.6%

Annualized Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 9.0% 14.1% 9.7% 14.4%
5 Years 9.9% 13.9% 9.4% 13.3%
10 Years 4.8% 8.4% 3.9% 7.2%
Since Inception 4.7% 8.1% 3.1% 6.4%

Standard Deviation - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.4% 22.2% 22.2% 22.0%
5 Years 21.4% 21.2% 21.1% 20.9%
10 Years 21.0% 20.9% 20.4% 20.2%
Since Inception 22.0% 21.9% 21.2% 21.1%

Sharpe Ratio - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.40 0.64 0.44 0.66
5 Years 0.46 0.66 0.45 0.64
10 Years 0.23 0.40 0.19 0.36
Since Inception 0.21 0.37 0.15 0.30

All returns in U.S. Dollars


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