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 06/04/2025
EW PR EW TR MCW PR MCW TR
YTD 1.6% 2.3% 1.7% 2.3%
1 Year 9.1% 10.8% 8.9% 10.4%
3 Years 38.0% 45.0% 34.8% 41.3%
5 Years 105.4% 123.6% 97.5% 113.9%
10 Years 182.9% 238.5% 175.4% 226.4%
Since Inception 445.9% 677.2% 421.9% 620.9%

Annualized Returns - through 06/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 11.6% 13.5% 10.8% 12.5%
5 Years 15.5% 17.5% 14.6% 16.4%
10 Years 11.0% 13.0% 10.7% 12.6%
Since Inception 10.2% 12.4% 9.9% 11.9%

Standard Deviation - through 06/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.1% 21.0% 21.5% 21.4%
5 Years 19.1% 19.1% 19.3% 19.3%
10 Years 19.2% 19.1% 19.2% 19.1%
Since Inception 20.0% 19.9% 19.8% 19.7%

Sharpe Ratio - through 06/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.55 0.64 0.50 0.58
5 Years 0.81 0.92 0.76 0.85
10 Years 0.57 0.68 0.56 0.66
Since Inception 0.51 0.62 0.50 0.60

All returns in U.S. Dollars


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