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%
Cumulative Returns - through 11/28/2025
EW PR EW TR MCW PR MCW TR
YTD 12.6% 19.2% 13.3% 19.1%
1 Year 9.2% 16.3% 9.8% 15.8%
3 Years 30.9% 52.8% 35.0% 55.1%
5 Years 25.8% 54.9% 28.9% 56.1%
10 Years 69.3% 140.3% 55.1% 117.0%
Since Inception 130.1% 316.2% 77.7% 216.4%

Annualized Returns - through 11/28/2025
EW PR EW TR MCW PR MCW TR
3 Years 9.4% 15.2% 10.5% 15.8%
5 Years 4.6% 9.0% 5.1% 9.2%
10 Years 5.5% 9.3% 4.6% 8.2%
Since Inception 4.8% 8.3% 3.3% 6.6%

Standard Deviation - through 11/28/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.9% 17.8% 18.1% 17.9%
5 Years 21.2% 21.0% 21.0% 20.8%
10 Years 21.1% 21.0% 20.4% 20.2%
Since Inception 21.8% 21.7% 21.0% 20.9%

Sharpe Ratio - through 11/28/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.52 0.86 0.58 0.88
5 Years 0.22 0.43 0.24 0.44
10 Years 0.26 0.44 0.23 0.40
Since Inception 0.22 0.38 0.16 0.32

All returns in U.S. Dollars


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