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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD 7.3% 7.5% 5.5% 5.7%
1 Year 17.3% 19.5% 12.7% 14.8%
3 Years 42.8% 50.7% 36.0% 43.1%
5 Years 71.6% 89.3% 61.8% 78.1%
10 Years 304.3% 389.8% 279.4% 356.6%
Since Inception 581.2% 925.4% 517.2% 811.3%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 12.7% 14.8% 10.9% 12.8%
5 Years 11.4% 13.6% 10.1% 12.2%
10 Years 15.0% 17.2% 14.3% 16.4%
Since Inception 11.1% 13.7% 10.5% 12.9%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.2% 16.2% 15.8% 15.8%
5 Years 18.8% 18.7% 18.7% 18.6%
10 Years 19.9% 19.8% 19.6% 19.4%
Since Inception 21.3% 21.2% 21.0% 20.9%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.78 0.91 0.69 0.81
5 Years 0.61 0.73 0.54 0.66
10 Years 0.75 0.87 0.73 0.84
Since Inception 0.52 0.65 0.50 0.62

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE