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 09/11/2025
Price Return Total Return
YTD 13.6% 14.6%
1 Year 16.2% 17.7%
3 Years 50.1% 56.6%
5 Years 106.3% 121.7%
10 Years 184.7% 235.3%
Since Inception 375.4% 537.5%

Annualized Returns - through 09/11/2025
Price Return Total Return
3 Years 13.2% 14.8%
5 Years 15.9% 17.6%
10 Years 11.2% 13.0%
Since Inception 9.2% 11.0%

Standard Deviation - through 09/11/2025
Price Return Total Return
3 Years 20.3% 20.2%
5 Years 20.3% 20.2%
10 Years 20.3% 20.2%
Since Inception 19.7% 19.6%

Sharpe Ratio - through 09/11/2025
Price Return Total Return
3 Years 0.65 0.73
5 Years 0.78 0.87
10 Years 0.55 0.64
Since Inception 0.47 0.56

All returns in U.S. Dollars


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