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 03/11/2025
EW PR EW TR MCW PR MCW TR
YTD -5.2% -5.0% -5.5% -5.3%
1 Year 1.5% 2.8% 0.1% 1.3%
3 Years 30.4% 37.1% 27.7% 33.9%
5 Years 146.0% 168.6% 131.9% 152.0%
10 Years 170.6% 223.4% 162.6% 211.2%
Since Inception 409.1% 621.6% 384.8% 567.4%

Annualized Returns - through 03/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 9.2% 11.1% 8.4% 10.2%
5 Years 19.1% 21.2% 17.7% 19.7%
10 Years 10.6% 12.6% 10.2% 12.1%
Since Inception 9.9% 12.1% 9.6% 11.6%

Standard Deviation - through 03/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.4% 21.3% 21.8% 21.7%
5 Years 22.4% 22.3% 22.4% 22.3%
10 Years 19.1% 19.1% 19.2% 19.1%
Since Inception 20.1% 20.0% 20.0% 19.9%

Sharpe Ratio - through 03/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.43 0.52 0.39 0.47
5 Years 0.85 0.95 0.79 0.88
10 Years 0.55 0.66 0.53 0.63
Since Inception 0.49 0.60 0.48 0.58

All returns in U.S. Dollars


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