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 01/30/2026
EW PR EW TR MCW PR MCW TR
YTD 4.5% 4.5% 3.9% 4.0%
1 Year 8.3% 10.3% 5.4% 7.4%
3 Years 43.1% 51.0% 37.0% 44.1%
5 Years 80.8% 99.5% 70.3% 87.6%
10 Years 302.5% 387.9% 280.8% 358.5%
Since Inception 563.4% 897.1% 507.6% 795.9%

Annualized Returns - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 12.7% 14.7% 11.1% 13.0%
5 Years 13.1% 15.3% 11.8% 13.9%
10 Years 14.9% 17.1% 14.3% 16.4%
Since Inception 11.0% 13.6% 10.5% 12.9%

Standard Deviation - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.4% 16.4% 16.1% 16.0%
5 Years 19.2% 19.1% 19.1% 18.9%
10 Years 20.0% 19.9% 19.6% 19.5%
Since Inception 21.3% 21.2% 21.1% 20.9%

Sharpe Ratio - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.77 0.90 0.69 0.81
5 Years 0.68 0.80 0.62 0.73
10 Years 0.75 0.86 0.73 0.84
Since Inception 0.52 0.64 0.50 0.62

All returns in U.S. Dollars


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