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 08/25/2025
EW PR EW TR MCW PR MCW TR
YTD 10.0% 11.1% 9.8% 10.7%
1 Year 11.5% 13.2% 11.2% 12.7%
3 Years 51.5% 59.1% 47.8% 54.6%
5 Years 114.0% 132.7% 108.1% 125.1%
10 Years 244.8% 311.9% 232.0% 292.9%
Since Inception 491.0% 743.9% 463.3% 680.1%

Annualized Returns - through 08/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.9% 16.7% 13.9% 15.6%
5 Years 16.4% 18.4% 15.8% 17.6%
10 Years 13.2% 15.2% 12.7% 14.7%
Since Inception 10.6% 12.8% 10.3% 12.3%

Standard Deviation - through 08/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.6% 19.5% 19.9% 19.8%
5 Years 19.1% 19.1% 19.4% 19.3%
10 Years 19.2% 19.1% 19.2% 19.1%
Since Inception 19.9% 19.8% 19.8% 19.7%

Sharpe Ratio - through 08/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.76 0.86 0.70 0.79
5 Years 0.86 0.96 0.82 0.91
10 Years 0.69 0.80 0.66 0.77
Since Inception 0.53 0.65 0.52 0.63

All returns in U.S. Dollars


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