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%
2013 39.4% 42.4% 39.8% 42.6%
Cumulative Returns - through 08/05/2025
EW PR EW TR MCW PR MCW TR
YTD 6.6% 7.6% 6.5% 7.3%
1 Year 16.7% 18.5% 16.1% 17.6%
3 Years 49.1% 56.5% 45.7% 52.5%
5 Years 110.6% 129.1% 105.1% 122.0%
10 Years 201.8% 261.1% 190.1% 243.7%
Since Inception 472.7% 717.2% 446.3% 656.2%

Annualized Returns - through 08/05/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.2% 16.1% 13.4% 15.1%
5 Years 16.1% 18.0% 15.4% 17.3%
10 Years 11.7% 13.7% 11.2% 13.1%
Since Inception 10.4% 12.6% 10.1% 12.1%

Standard Deviation - through 08/05/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.5% 19.5% 19.9% 19.8%
5 Years 19.1% 19.1% 19.4% 19.3%
10 Years 19.2% 19.1% 19.2% 19.1%
Since Inception 19.9% 19.8% 19.8% 19.7%

Sharpe Ratio - through 08/05/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.73 0.83 0.67 0.76
5 Years 0.84 0.94 0.80 0.90
10 Years 0.61 0.72 0.58 0.68
Since Inception 0.52 0.64 0.51 0.62

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