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 01/06/2026
Price Return Total Return
YTD 3.6% 3.6%
1 Year 15.4% 16.9%
3 Years 50.4% 56.6%
5 Years 64.0% 76.3%
10 Years 201.0% 253.6%
Since Inception 388.6% 557.7%

Annualized Returns - through 01/06/2026
Price Return Total Return
3 Years 14.6% 16.1%
5 Years 10.4% 12.0%
10 Years 11.6% 13.5%
Since Inception 9.2% 11.0%

Standard Deviation - through 01/06/2026
Price Return Total Return
3 Years 18.0% 17.9%
5 Years 19.1% 19.0%
10 Years 20.2% 20.1%
Since Inception 19.5% 19.4%

Sharpe Ratio - through 01/06/2026
Price Return Total Return
3 Years 0.81 0.90
5 Years 0.55 0.63
10 Years 0.57 0.67
Since Inception 0.47 0.57

All returns in U.S. Dollars


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