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)
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%
2013 39.7% 41.6%
Cumulative Returns - through 04/15/2025
Price Return Total Return
YTD -7.5% -7.0%
1 Year 1.0% 2.4%
3 Years 12.7% 18.2%
5 Years 103.1% 118.9%
10 Years 117.3% 157.1%
Since Inception 287.2% 417.2%

Annualized Returns - through 04/15/2025
Price Return Total Return
3 Years 4.0% 5.7%
5 Years 16.2% 17.9%
10 Years 8.0% 9.8%
Since Inception 8.1% 9.9%

Standard Deviation - through 04/15/2025
Price Return Total Return
3 Years 22.7% 22.6%
5 Years 21.5% 21.4%
10 Years 20.4% 20.2%
Since Inception 19.9% 19.8%

Sharpe Ratio - through 04/15/2025
Price Return Total Return
3 Years 0.18 0.25
5 Years 0.75 0.84
10 Years 0.39 0.48
Since Inception 0.41 0.50

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE