MarketGrader US Small Cap (ex-Mid) 100 Index



Calendar Year Total Returns
INDEX MG US Small Cap (ex-Mid) 100 (PR) - EW MG US Small Cap (ex-Mid) 100 (TR) - EW MG US Small Cap (ex-Mid) 100 (PR) - MCW MG US Small Cap (ex-Mid) 100 (TR) - MCW
2025 9.8% 11.9% 7.8% 9.8%
2024 12.5% 14.0% 12.2% 13.6%
2023 21.4% 24.0% 19.5% 21.8%
2022 -10.9% -8.7% -11.7% -9.4%
2021 33.9% 36.8% 33.3% 36.1%
2020 20.9% 24.7% 16.4% 19.8%
2019 20.9% 23.2% 25.7% 27.9%
2018 -7.8% -6.1% -8.7% -7.0%
2017 15.5% 16.9% 16.0% 17.5%
2016 26.7% 28.4% 26.4% 28.0%
2015 -0.7% 0.9% -0.5% 1.0%
2014 5.4% 8.5% 7.2% 10.2%
Cumulative Returns - through 09/16/2026
EW PR EW TR MCW PR MCW TR
YTD 16.9% 18.4% 15.0% 16.3%
1 Year 21.8% 24.0% 18.3% 20.3%
3 Years 54.6% 62.5% 47.7% 54.9%
5 Years 66.2% 83.2% 55.0% 70.2%
10 Years 285.2% 369.2% 259.4% 334.2%
Since Inception 641.8% 1029.7% 572.4% 902.6%

Annualized Returns - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.5% 17.4% 13.7% 15.6%
5 Years 10.7% 12.9% 9.2% 11.2%
10 Years 14.4% 16.7% 13.6% 15.8%
Since Inception 11.3% 13.8% 10.7% 13.1%

Standard Deviation - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.9% 15.9% 15.6% 15.5%
5 Years 19.1% 19.0% 19.0% 18.9%
10 Years 20.0% 19.9% 19.7% 19.5%
Since Inception 21.1% 21.0% 20.9% 20.8%

Sharpe Ratio - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.97 1.10 0.88 1.00
5 Years 0.56 0.68 0.48 0.59
10 Years 0.72 0.84 0.69 0.81
Since Inception 0.53 0.66 0.51 0.63

All returns in U.S. Dollars


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