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 11.6% 13.3% 12.2% 13.8%
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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD 5.6% 5.8% 4.9% 5.1%
1 Year 17.7% 19.6% 18.0% 19.7%
3 Years 52.6% 60.0% 51.4% 58.1%
5 Years 66.3% 80.4% 63.2% 76.3%
10 Years 271.9% 342.1% 254.9% 318.1%
Since Inception 533.0% 810.6% 504.1% 742.5%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.2% 17.0% 14.9% 16.6%
5 Years 10.7% 12.5% 10.3% 12.0%
10 Years 14.0% 16.0% 13.5% 15.4%
Since Inception 10.7% 12.9% 10.4% 12.4%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.8% 15.8% 16.1% 16.1%
5 Years 17.9% 17.8% 18.1% 18.0%
10 Years 18.9% 18.8% 18.9% 18.8%
Since Inception 19.7% 19.6% 19.5% 19.4%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.96 1.08 0.92 1.03
5 Years 0.60 0.70 0.57 0.67
10 Years 0.74 0.85 0.71 0.82
Since Inception 0.54 0.66 0.53 0.64

All returns in U.S. Dollars


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