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 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 05/28/2026
Price Return Total Return
YTD -1.9% -1.3%
1 Year 6.0% 7.5%
3 Years 51.9% 57.9%
5 Years 34.7% 45.0%
10 Years 148.3% 192.1%
Since Inception 362.5% 526.7%

Annualized Returns - through 05/28/2026
Price Return Total Return
3 Years 14.9% 16.4%
5 Years 6.1% 7.7%
10 Years 9.5% 11.3%
Since Inception 8.7% 10.5%

Standard Deviation - through 05/28/2026
Price Return Total Return
3 Years 17.2% 17.1%
5 Years 19.1% 19.0%
10 Years 20.3% 20.2%
Since Inception 19.5% 19.4%

Sharpe Ratio - through 05/28/2026
Price Return Total Return
3 Years 0.87 0.96
5 Years 0.32 0.40
10 Years 0.47 0.56
Since Inception 0.45 0.54

All returns in U.S. Dollars


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