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 01/07/2026
EW PR EW TR MCW PR MCW TR
YTD 2.7% 2.7% 3.4% 3.3%
1 Year 11.7% 13.7% 10.0% 12.1%
3 Years 48.0% 56.0% 43.9% 51.3%
5 Years 73.7% 91.9% 68.1% 85.3%
10 Years 288.5% 371.1% 258.8% 332.1%
Since Inception 552.1% 879.7% 504.4% 790.6%

Annualized Returns - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.3% 16.3% 12.9% 14.8%
5 Years 12.0% 14.3% 10.9% 13.1%
10 Years 14.3% 16.5% 13.6% 15.8%
Since Inception 11.0% 13.5% 10.5% 12.9%

Standard Deviation - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.3% 17.2% 17.0% 17.0%
5 Years 19.0% 18.9% 18.9% 18.8%
10 Years 20.1% 20.0% 19.8% 19.7%
Since Inception 21.3% 21.2% 21.1% 20.9%

Sharpe Ratio - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.83 0.95 0.76 0.87
5 Years 0.63 0.75 0.58 0.70
10 Years 0.71 0.83 0.69 0.80
Since Inception 0.52 0.64 0.50 0.62

All returns in U.S. Dollars


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