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 08/26/2026
EW PR EW TR MCW PR MCW TR
YTD 20.1% 21.5% 17.0% 18.2%
1 Year 25.1% 27.4% 20.3% 22.4%
3 Years 57.7% 65.7% 49.3% 56.7%
5 Years 68.5% 85.9% 55.8% 71.5%
10 Years 291.8% 376.8% 260.4% 335.2%
Since Inception 662.6% 1058.9% 584.2% 918.9%

Annualized Returns - through 08/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.4% 18.3% 14.3% 16.1%
5 Years 11.2% 13.4% 9.4% 11.5%
10 Years 14.6% 16.9% 13.7% 15.9%
Since Inception 11.5% 14.0% 10.9% 13.2%

Standard Deviation - through 08/26/2026
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 08/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.04 1.16 0.92 1.04
5 Years 0.59 0.71 0.50 0.61
10 Years 0.73 0.85 0.70 0.82
Since Inception 0.54 0.66 0.52 0.64

All returns in U.S. Dollars


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