MarketGrader US Small Cap Core 100 Index



Calendar Year Total Returns
INDEX MG US Small Cap Core 100 (PR) - EW MG US Small Cap Core 100 (TR) - EW MG US Small Cap Core 100 (PR) - MCW MG US Small Cap Core 100 (TR) - MCW
2024 14.2% 15.6% 14.1% 15.4%
2023 25.5% 27.9% 23.7% 25.9%
2022 -12.0% -10.3% -12.4% -10.8%
2021 25.9% 27.9% 25.8% 27.7%
2020 20.4% 23.6% 15.7% 18.5%
2019 22.6% 24.5% 24.1% 26.0%
2018 -10.7% -9.1% -10.6% -9.3%
2017 17.4% 19.1% 18.1% 19.8%
2016 22.6% 25.2% 23.4% 25.9%
2015 -2.4% -0.4% -1.8% 0.1%
2014 4.0% 6.3% 3.9% 6.0%
2013 39.4% 42.4% 39.8% 42.6%
Cumulative Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
YTD -2.4% -1.7% -2.2% -1.7%
1 Year 3.6% 5.2% 3.3% 4.8%
3 Years 39.9% 47.1% 36.9% 43.6%
5 Years 129.3% 149.8% 119.8% 138.2%
10 Years 173.6% 227.6% 166.6% 216.2%
Since Inception 424.6% 646.4% 401.9% 592.7%

Annualized Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 11.8% 13.7% 11.0% 12.8%
5 Years 17.6% 19.6% 16.6% 18.5%
10 Years 10.6% 12.6% 10.3% 12.2%
Since Inception 10.0% 12.2% 9.7% 11.8%

Standard Deviation - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.9% 20.8% 21.3% 21.2%
5 Years 19.1% 19.1% 19.3% 19.3%
10 Years 19.1% 19.0% 19.1% 19.1%
Since Inception 20.0% 19.9% 19.8% 19.8%

Sharpe Ratio - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.56 0.66 0.52 0.60
5 Years 0.92 1.03 0.86 0.96
10 Years 0.55 0.66 0.54 0.64
Since Inception 0.50 0.61 0.49 0.60

All returns in U.S. Dollars


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