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 10/21/2026
EW PR EW TR MCW PR MCW TR
YTD 16.1% 17.9% 13.8% 15.4%
1 Year 22.4% 24.8% 19.2% 21.4%
3 Years 64.3% 72.9% 56.3% 64.1%
5 Years 59.6% 76.0% 48.6% 63.2%
10 Years 279.0% 362.1% 251.3% 324.8%
Since Inception 636.9% 1024.6% 565.5% 894.4%

Annualized Returns - through 10/21/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.6% 19.7% 15.7% 17.5%
5 Years 9.8% 12.0% 8.2% 10.3%
10 Years 14.3% 16.5% 13.4% 15.6%
Since Inception 11.2% 13.7% 10.6% 13.0%

Standard Deviation - through 10/21/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.0% 15.9% 15.5% 15.5%
5 Years 19.2% 19.1% 19.1% 19.0%
10 Years 20.1% 20.0% 19.7% 19.6%
Since Inception 21.1% 21.0% 20.9% 20.7%

Sharpe Ratio - through 10/21/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.10 1.24 1.01 1.13
5 Years 0.51 0.63 0.43 0.54
10 Years 0.71 0.82 0.68 0.80
Since Inception 0.53 0.65 0.51 0.63

All returns in U.S. Dollars


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