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 11/03/2025
EW PR EW TR MCW PR MCW TR
YTD 7.8% 9.1% 8.5% 9.8%
1 Year 8.1% 9.8% 8.8% 10.3%
3 Years 59.2% 66.9% 57.1% 64.2%
5 Years 103.0% 120.5% 98.3% 114.3%
10 Years 204.7% 263.7% 198.0% 252.3%
Since Inception 479.0% 729.0% 456.8% 673.1%

Annualized Returns - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 16.8% 18.6% 16.3% 18.0%
5 Years 15.2% 17.1% 14.7% 16.5%
10 Years 11.8% 13.8% 11.5% 13.4%
Since Inception 10.3% 12.5% 10.1% 12.1%

Standard Deviation - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.3% 17.2% 17.7% 17.6%
5 Years 19.1% 19.1% 19.3% 19.3%
10 Years 19.1% 19.0% 19.1% 19.0%
Since Inception 19.8% 19.7% 19.6% 19.5%

Sharpe Ratio - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.97 1.08 0.92 1.02
5 Years 0.79 0.90 0.76 0.86
10 Years 0.62 0.73 0.60 0.71
Since Inception 0.52 0.63 0.51 0.62

All returns in U.S. Dollars


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