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 01/30/2026
EW PR EW TR MCW PR MCW TR
YTD 3.7% 3.8% 3.2% 3.3%
1 Year 10.3% 12.1% 10.5% 12.1%
3 Years 53.2% 60.8% 51.0% 57.8%
5 Years 73.3% 88.0% 70.3% 84.0%
10 Years 270.0% 340.7% 253.9% 317.6%
Since Inception 521.7% 793.2% 494.3% 727.9%

Annualized Returns - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.3% 17.1% 14.7% 16.4%
5 Years 12.1% 13.9% 11.7% 13.4%
10 Years 14.0% 16.0% 13.5% 15.4%
Since Inception 10.6% 12.9% 10.4% 12.4%

Standard Deviation - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.0% 16.0% 16.4% 16.3%
5 Years 18.1% 18.1% 18.4% 18.3%
10 Years 18.9% 18.8% 19.0% 18.9%
Since Inception 19.7% 19.6% 19.6% 19.5%

Sharpe Ratio - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.95 1.07 0.90 1.00
5 Years 0.67 0.77 0.64 0.73
10 Years 0.74 0.85 0.71 0.81
Since Inception 0.54 0.66 0.53 0.64

All returns in U.S. Dollars


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