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
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%
2013 37.0% 41.1% 38.0% 42.4%
Cumulative Returns - through 04/18/2025
EW PR EW TR MCW PR MCW TR
YTD -12.4% -11.9% -12.7% -12.2%
1 Year -0.3% 1.4% -0.9% 0.6%
3 Years 15.2% 21.9% 11.2% 17.4%
5 Years 133.7% 159.1% 116.8% 139.4%
10 Years 161.5% 217.1% 152.7% 203.9%
Since Inception 406.0% 650.5% 373.9% 589.2%

Annualized Returns - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 4.8% 6.8% 3.6% 5.5%
5 Years 18.5% 21.0% 16.7% 19.1%
10 Years 10.1% 12.2% 9.7% 11.8%
Since Inception 9.8% 12.3% 9.4% 11.8%

Standard Deviation - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.8% 22.7% 22.7% 22.6%
5 Years 21.7% 21.7% 21.3% 21.2%
10 Years 20.5% 20.4% 20.2% 20.1%
Since Inception 21.8% 21.7% 21.5% 21.4%

Sharpe Ratio - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.21 0.30 0.16 0.24
5 Years 0.85 0.97 0.78 0.90
10 Years 0.49 0.60 0.48 0.59
Since Inception 0.45 0.57 0.44 0.55

All returns in U.S. Dollars


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