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 11.1% 13.1% 8.9% 10.9%
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 12/15/2025
EW PR EW TR MCW PR MCW TR
YTD 11.1% 13.1% 8.9% 10.9%
1 Year 7.2% 9.2% 5.2% 7.1%
3 Years 50.4% 58.6% 45.6% 53.1%
5 Years 84.0% 103.3% 74.5% 92.3%
10 Years 255.5% 331.2% 235.9% 304.5%
Since Inception 541.9% 863.8% 491.0% 770.3%

Annualized Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.6% 16.6% 13.3% 15.3%
5 Years 13.0% 15.2% 11.8% 14.0%
10 Years 13.5% 15.7% 12.9% 15.0%
Since Inception 10.9% 13.4% 10.4% 12.8%

Standard Deviation - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.6% 17.6% 17.3% 17.2%
5 Years 19.3% 19.2% 19.1% 19.0%
10 Years 20.2% 20.1% 19.9% 19.8%
Since Inception 21.4% 21.3% 21.1% 21.0%

Sharpe Ratio - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.83 0.95 0.77 0.89
5 Years 0.67 0.79 0.62 0.74
10 Years 0.67 0.78 0.65 0.76
Since Inception 0.51 0.63 0.49 0.61

All returns in U.S. Dollars


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