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 10/14/2025
EW PR EW TR MCW PR MCW TR
YTD 8.9% 10.2% 9.5% 10.6%
1 Year 8.1% 9.8% 8.2% 9.7%
3 Years 70.5% 78.9% 67.7% 75.3%
5 Years 106.5% 124.5% 102.3% 118.7%
10 Years 220.1% 282.0% 212.3% 269.2%
Since Inception 484.9% 737.0% 461.7% 679.4%

Annualized Returns - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.5% 21.4% 18.8% 20.6%
5 Years 15.6% 17.6% 15.1% 16.9%
10 Years 12.3% 14.3% 12.1% 14.0%
Since Inception 10.4% 12.7% 10.2% 12.2%

Standard Deviation - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.3% 18.2% 18.6% 18.5%
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% 19.7% 19.6%

Sharpe Ratio - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.07 1.17 1.01 1.11
5 Years 0.82 0.92 0.78 0.88
10 Years 0.64 0.75 0.63 0.74
Since Inception 0.52 0.64 0.52 0.62

All returns in U.S. Dollars


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