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 08/05/2026
EW PR EW TR MCW PR MCW TR
YTD 19.7% 20.9% 16.9% 18.0%
1 Year 31.5% 33.8% 26.6% 28.7%
3 Years 50.1% 58.0% 42.4% 49.5%
5 Years 71.5% 89.1% 59.5% 75.5%
10 Years 295.6% 381.0% 265.8% 341.4%
Since Inception 659.7% 1052.9% 583.8% 917.0%

Annualized Returns - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.8% 16.8% 12.8% 14.7%
5 Years 11.4% 13.6% 9.8% 11.9%
10 Years 14.7% 17.0% 13.8% 16.0%
Since Inception 11.5% 14.0% 10.8% 13.2%

Standard Deviation - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.8% 15.8% 15.5% 15.4%
5 Years 19.0% 18.9% 19.0% 18.9%
10 Years 20.0% 19.9% 19.6% 19.5%
Since Inception 21.2% 21.1% 20.9% 20.8%

Sharpe Ratio - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.94 1.07 0.83 0.95
5 Years 0.60 0.72 0.52 0.63
10 Years 0.74 0.86 0.70 0.82
Since Inception 0.54 0.66 0.52 0.64

All returns in U.S. Dollars


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