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 04/14/2026
EW PR EW TR MCW PR MCW TR
YTD 5.2% 5.7% 5.4% 5.9%
1 Year 29.1% 31.0% 30.3% 32.2%
3 Years 59.5% 67.2% 61.0% 68.2%
5 Years 52.9% 66.0% 52.0% 64.3%
10 Years 241.3% 306.7% 229.4% 288.9%
Since Inception 530.4% 809.7% 506.9% 749.0%

Annualized Returns - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.8% 18.7% 17.2% 18.9%
5 Years 8.9% 10.7% 8.7% 10.4%
10 Years 13.1% 15.1% 12.7% 14.5%
Since Inception 10.6% 12.8% 10.3% 12.4%

Standard Deviation - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.0% 16.0% 16.1% 16.1%
5 Years 17.9% 17.8% 18.1% 18.0%
10 Years 18.9% 18.8% 18.9% 18.8%
Since Inception 19.7% 19.6% 19.5% 19.4%

Sharpe Ratio - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.05 1.17 1.07 1.17
5 Years 0.50 0.60 0.48 0.58
10 Years 0.69 0.80 0.67 0.77
Since Inception 0.54 0.65 0.53 0.64

All returns in U.S. Dollars


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