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 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%
2013 37.0% 41.1% 38.0% 42.4%
Cumulative Returns - through 10/13/2025
EW PR EW TR MCW PR MCW TR
YTD 3.4% 4.9% 2.2% 3.7%
1 Year 3.7% 5.7% 2.4% 4.3%
3 Years 55.9% 64.5% 52.1% 60.0%
5 Years 101.5% 123.3% 88.2% 107.8%
10 Years 223.9% 293.2% 210.8% 274.4%
Since Inception 497.4% 794.1% 454.6% 714.0%

Annualized Returns - through 10/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 16.0% 18.0% 15.0% 17.0%
5 Years 15.0% 17.4% 13.5% 15.7%
10 Years 12.5% 14.7% 12.0% 14.1%
Since Inception 10.5% 13.1% 10.1% 12.5%

Standard Deviation - through 10/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.3% 19.2% 18.9% 18.8%
5 Years 20.2% 20.2% 19.9% 19.8%
10 Years 20.3% 20.2% 20.0% 19.9%
Since Inception 21.5% 21.4% 21.2% 21.1%

Sharpe Ratio - through 10/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.83 0.94 0.79 0.90
5 Years 0.74 0.86 0.68 0.79
10 Years 0.62 0.73 0.60 0.71
Since Inception 0.49 0.61 0.48 0.59

All returns in U.S. Dollars


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