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%
Cumulative Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
YTD 9.9% 11.4% 10.1% 11.4%
1 Year 1.5% 3.1% 1.6% 3.1%
3 Years 49.8% 57.1% 47.4% 54.1%
5 Years 82.4% 98.0% 78.2% 92.5%
10 Years 212.1% 272.2% 202.6% 257.5%
Since Inception 490.4% 746.1% 464.9% 685.0%

Annualized Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.4% 16.3% 13.8% 15.5%
5 Years 12.8% 14.6% 12.2% 14.0%
10 Years 12.1% 14.0% 11.7% 13.6%
Since Inception 10.4% 12.7% 10.1% 12.2%

Standard Deviation - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.3% 17.2% 17.6% 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 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.83 0.95 0.78 0.88
5 Years 0.67 0.76 0.63 0.73
10 Years 0.64 0.74 0.61 0.72
Since Inception 0.53 0.64 0.51 0.62

All returns in U.S. Dollars


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