MarketGrader US Small Cap Select 30 Index



Calendar Year Total Returns
INDEX (PR) (TR)
2025 12.7% 14.1%
2024 14.0% 15.2%
2023 15.8% 17.8%
2022 -11.5% -9.8%
2021 25.2% 26.9%
2020 3.6% 5.7%
2019 23.9% 25.5%
2018 -11.5% -10.3%
2017 24.6% 26.4%
2016 22.1% 25.8%
2015 -2.7% -0.9%
2014 0.5% 2.2%
Cumulative Returns - through 03/20/2026
Price Return Total Return
YTD -6.2% -5.9%
1 Year 9.8% 11.2%
3 Years 41.0% 46.7%
5 Years 31.1% 41.0%
10 Years 150.4% 194.5%
Since Inception 342.3% 497.4%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 12.1% 13.6%
5 Years 5.3% 6.9%
10 Years 9.6% 11.4%
Since Inception 8.5% 10.3%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 17.5% 17.4%
5 Years 19.0% 19.0%
10 Years 20.4% 20.2%
Since Inception 19.5% 19.5%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 0.69 0.78
5 Years 0.28 0.36
10 Years 0.47 0.56
Since Inception 0.43 0.53

All returns in U.S. Dollars


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