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 08/25/2025
Price Return Total Return
YTD 11.1% 12.0%
1 Year 12.6% 14.1%
3 Years 37.2% 43.3%
5 Years 98.7% 113.6%
10 Years 192.6% 244.8%
Since Inception 365.1% 523.4%

Annualized Returns - through 08/25/2025
Price Return Total Return
3 Years 11.1% 12.7%
5 Years 14.7% 16.4%
10 Years 11.3% 13.2%
Since Inception 9.1% 10.9%

Standard Deviation - through 08/25/2025
Price Return Total Return
3 Years 20.5% 20.4%
5 Years 20.4% 20.3%
10 Years 20.4% 20.3%
Since Inception 19.7% 19.6%

Sharpe Ratio - through 08/25/2025
Price Return Total Return
3 Years 0.54 0.62
5 Years 0.72 0.81
10 Years 0.55 0.65
Since Inception 0.46 0.55

All returns in U.S. Dollars


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