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 12.9% 14.5% 13.2% 14.6%
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 12/16/2025
EW PR EW TR MCW PR MCW TR
YTD 12.8% 14.5% 13.2% 14.6%
1 Year 9.7% 11.4% 10.0% 11.4%
3 Years 62.2% 70.0% 60.0% 67.0%
5 Years 82.2% 97.5% 78.5% 92.7%
10 Years 237.1% 301.6% 225.7% 284.4%
Since Inception 506.3% 769.6% 480.7% 707.6%

Annualized Returns - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.5% 19.3% 16.9% 18.7%
5 Years 12.7% 14.6% 12.3% 14.0%
10 Years 12.9% 14.9% 12.5% 14.4%
Since Inception 10.5% 12.8% 10.3% 12.3%

Standard Deviation - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.1% 17.1% 17.5% 17.4%
5 Years 18.2% 18.2% 18.4% 18.4%
10 Years 19.1% 19.0% 19.1% 19.0%
Since Inception 19.8% 19.7% 19.6% 19.5%

Sharpe Ratio - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.02 1.13 0.97 1.07
5 Years 0.70 0.80 0.67 0.76
10 Years 0.68 0.78 0.65 0.76
Since Inception 0.53 0.65 0.53 0.63

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE