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 13.7% 15.2% 13.4% 14.8%
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 12/26/2024
EW PR EW TR MCW PR MCW TR
YTD 13.7% 15.2% 13.4% 14.8%
1 Year 12.3% 13.8% 12.2% 13.6%
3 Years 23.7% 31.3% 20.4% 27.4%
5 Years 98.1% 121.5% 84.5% 105.5%
10 Years 220.1% 287.4% 208.8% 270.4%
Since Inception 484.3% 761.4% 448.6% 693.0%

Annualized Returns - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 7.9% 10.0% 6.9% 8.9%
5 Years 14.7% 17.2% 13.0% 15.5%
10 Years 12.3% 14.5% 11.9% 14.0%
Since Inception 10.9% 13.5% 10.5% 13.0%

Standard Deviation - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 21.8% 21.6% 21.6% 21.5%
5 Years 23.6% 23.4% 23.1% 22.9%
10 Years 20.2% 20.1% 19.9% 19.8%
Since Inception 21.7% 21.6% 21.4% 21.3%

Sharpe Ratio - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 0.36 0.46 0.32 0.41
5 Years 0.62 0.73 0.56 0.68
10 Years 0.61 0.72 0.60 0.71
Since Inception 0.50 0.62 0.49 0.61

All returns in U.S. Dollars


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