MarketGrader US Small Cap Select 30 Index



Calendar Year Total Returns
INDEX MG US Small Cap Select 30 (PR) MG US Small Cap Select 30 (TR)
2025 14.1% 15.4%
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 12/15/2025
Price Return Total Return
YTD 14.1% 15.4%
1 Year 9.4% 10.8%
3 Years 48.8% 54.9%
5 Years 68.5% 81.0%
10 Years 194.2% 245.9%
Since Inception 377.5% 542.3%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 14.2% 15.7%
5 Years 11.0% 12.6%
10 Years 11.4% 13.2%
Since Inception 9.1% 10.9%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 18.4% 18.4%
5 Years 19.1% 19.0%
10 Years 20.2% 20.1%
Since Inception 19.6% 19.5%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 0.77 0.86
5 Years 0.58 0.66
10 Years 0.56 0.66
Since Inception 0.46 0.56

All returns in U.S. Dollars


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