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 05/01/2025
Price Return Total Return
YTD -2.5% -2.0%
1 Year 2.1% 3.4%
3 Years 26.2% 32.1%
5 Years 100.8% 116.2%
10 Years 131.3% 173.5%
Since Inception 308.1% 445.2%

Annualized Returns - through 05/01/2025
Price Return Total Return
3 Years 7.2% 8.8%
5 Years 15.5% 17.2%
10 Years 8.8% 10.6%
Since Inception 8.4% 10.2%

Standard Deviation - through 05/01/2025
Price Return Total Return
3 Years 22.3% 22.2%
5 Years 20.3% 20.3%
10 Years 20.3% 20.2%
Since Inception 19.8% 19.7%

Sharpe Ratio - through 05/01/2025
Price Return Total Return
3 Years 0.32 0.40
5 Years 0.76 0.85
10 Years 0.43 0.53
Since Inception 0.42 0.52

All returns in U.S. Dollars


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