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 06/02/2025
Price Return Total Return
YTD 3.9% 4.5%
1 Year 11.8% 13.2%
3 Years 25.0% 30.8%
5 Years 79.0% 92.7%
10 Years 144.1% 188.3%
Since Inception 334.9% 481.2%

Annualized Returns - through 06/02/2025
Price Return Total Return
3 Years 7.5% 9.2%
5 Years 14.1% 15.8%
10 Years 9.4% 11.2%
Since Inception 8.8% 10.6%

Standard Deviation - through 06/02/2025
Price Return Total Return
3 Years 22.6% 22.5%
5 Years 20.4% 20.3%
10 Years 20.4% 20.3%
Since Inception 19.8% 19.7%

Sharpe Ratio - through 06/02/2025
Price Return Total Return
3 Years 0.33 0.41
5 Years 0.69 0.78
10 Years 0.46 0.55
Since Inception 0.44 0.54

All returns in U.S. Dollars


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