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
2025 11.6% 13.3% 12.2% 13.8%
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%
Cumulative Returns - through 06/16/2026
EW PR EW TR MCW PR MCW TR
YTD 6.3% 7.2% 5.0% 5.9%
1 Year 17.1% 18.9% 16.3% 18.0%
3 Years 52.9% 60.1% 52.0% 58.6%
5 Years 55.6% 69.0% 52.6% 65.0%
10 Years 246.8% 313.2% 227.6% 286.6%
Since Inception 537.2% 822.4% 504.8% 748.5%

Annualized Returns - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.2% 17.0% 15.0% 16.6%
5 Years 9.2% 11.1% 8.8% 10.5%
10 Years 13.2% 15.2% 12.6% 14.5%
Since Inception 10.5% 12.8% 10.2% 12.3%

Standard Deviation - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.5% 16.4% 16.7% 16.6%
5 Years 18.2% 18.1% 18.4% 18.4%
10 Years 19.0% 18.9% 19.1% 19.0%
Since Inception 19.7% 19.6% 19.5% 19.4%

Sharpe Ratio - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.92 1.03 0.90 1.00
5 Years 0.51 0.61 0.48 0.57
10 Years 0.69 0.80 0.66 0.76
Since Inception 0.53 0.65 0.52 0.63

All returns in U.S. Dollars


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