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 05/06/2026
Price Return Total Return
YTD 0.2% 0.7%
1 Year 13.4% 14.9%
3 Years 54.8% 60.9%
5 Years 35.1% 45.3%
10 Years 162.8% 209.1%
Since Inception 372.6% 539.6%

Annualized Returns - through 05/06/2026
Price Return Total Return
3 Years 15.6% 17.1%
5 Years 6.2% 7.8%
10 Years 10.1% 11.9%
Since Inception 8.8% 10.6%

Standard Deviation - through 05/06/2026
Price Return Total Return
3 Years 17.1% 17.0%
5 Years 19.1% 19.0%
10 Years 20.3% 20.2%
Since Inception 19.5% 19.4%

Sharpe Ratio - through 05/06/2026
Price Return Total Return
3 Years 0.91 1.00
5 Years 0.33 0.41
10 Years 0.50 0.59
Since Inception 0.45 0.55

All returns in U.S. Dollars


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