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 06/16/2026
EW PR EW TR MCW PR MCW TR
YTD 8.8% 9.8% 7.4% 8.3%
1 Year 27.1% 29.4% 23.5% 25.7%
3 Years 45.9% 53.5% 39.8% 46.8%
5 Years 57.1% 73.4% 49.1% 64.2%
10 Years 285.7% 368.6% 260.7% 335.0%
Since Inception 590.8% 947.1% 527.9% 833.0%

Annualized Returns - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.4% 15.4% 11.8% 13.6%
5 Years 9.4% 11.6% 8.3% 10.4%
10 Years 14.5% 16.7% 13.7% 15.8%
Since Inception 11.0% 13.5% 10.4% 12.8%

Standard Deviation - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.6% 16.6% 16.3% 16.3%
5 Years 18.9% 18.8% 18.9% 18.8%
10 Years 20.0% 19.9% 19.7% 19.6%
Since Inception 21.2% 21.1% 21.0% 20.8%

Sharpe Ratio - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.81 0.93 0.72 0.83
5 Years 0.50 0.62 0.44 0.55
10 Years 0.72 0.84 0.70 0.81
Since Inception 0.52 0.64 0.50 0.61

All returns in U.S. Dollars


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