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 07/11/2025
EW PR EW TR MCW PR MCW TR
YTD 0.2% 1.3% 0.2% 1.3%
1 Year 6.3% 8.2% 6.8% 8.7%
3 Years 51.8% 60.4% 47.5% 55.5%
5 Years 126.3% 150.9% 114.7% 137.2%
10 Years 194.3% 257.6% 184.7% 243.1%
Since Inception 479.1% 763.1% 443.8% 694.8%

Annualized Returns - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.9% 17.1% 13.8% 15.9%
5 Years 17.6% 20.1% 16.4% 18.7%
10 Years 11.5% 13.7% 11.1% 13.2%
Since Inception 10.5% 13.0% 10.1% 12.5%

Standard Deviation - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.1% 21.0% 20.9% 20.8%
5 Years 20.1% 20.1% 19.8% 19.7%
10 Years 20.4% 20.3% 20.1% 20.0%
Since Inception 21.6% 21.5% 21.3% 21.2%

Sharpe Ratio - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.71 0.82 0.66 0.77
5 Years 0.87 1.00 0.83 0.95
10 Years 0.56 0.68 0.55 0.66
Since Inception 0.49 0.61 0.47 0.59

All returns in U.S. Dollars


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