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 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD 12.7% 13.8% 9.7% 10.2%
1 Year 23.5% 25.7% 18.0% 19.4%
3 Years 46.1% 53.8% 38.0% 44.2%
5 Years 63.0% 80.1% 51.8% 66.5%
10 Years 286.6% 370.1% 256.6% 328.2%
Since Inception 615.3% 985.2% 541.6% 849.3%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.5% 15.4% 11.3% 13.0%
5 Years 10.3% 12.6% 8.8% 10.8%
10 Years 14.6% 16.9% 13.7% 15.8%
Since Inception 11.2% 13.7% 10.5% 12.9%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 15.8% 15.8% 15.5% 15.5%
5 Years 19.0% 18.8% 18.9% 18.8%
10 Years 20.0% 19.9% 19.7% 19.5%
Since Inception 21.2% 21.1% 20.9% 20.8%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.85 0.98 0.73 0.84
5 Years 0.54 0.67 0.46 0.57
10 Years 0.73 0.85 0.70 0.81
Since Inception 0.53 0.65 0.50 0.62

All returns in U.S. Dollars


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