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 05/18/2026
EW PR EW TR MCW PR MCW TR
YTD 2.8% 3.5% 1.0% 1.6%
1 Year 17.2% 19.2% 13.4% 15.4%
3 Years 46.1% 53.9% 39.4% 46.5%
5 Years 50.0% 65.6% 41.2% 55.6%
10 Years 269.2% 348.2% 244.6% 315.4%
Since Inception 552.8% 887.3% 490.5% 775.8%

Annualized Returns - through 05/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.5% 15.5% 11.7% 13.6%
5 Years 8.5% 10.6% 7.1% 9.2%
10 Years 14.0% 16.2% 13.2% 15.3%
Since Inception 10.7% 13.2% 10.1% 12.5%

Standard Deviation - through 05/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.7% 16.7% 16.5% 16.5%
5 Years 18.9% 18.8% 18.9% 18.8%
10 Years 20.0% 19.9% 19.7% 19.6%
Since Inception 21.3% 21.2% 21.0% 20.9%

Sharpe Ratio - through 05/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.81 0.93 0.71 0.83
5 Years 0.45 0.56 0.38 0.49
10 Years 0.70 0.81 0.67 0.78
Since Inception 0.50 0.62 0.48 0.60

All returns in U.S. Dollars


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