MarketGrader US Small Cap Select 50 Index



Calendar Year Total Returns
INDEX MG US Small Cap Select 50 (PR) MG US Small Cap Select 50 (TR)
2024 14.9% 16.1%
2023 16.0% 17.8%
2022 -14.1% -12.6%
2021 25.9% 27.5%
2020 8.3% 10.6%
2019 24.4% 26.0%
2018 -13.0% -11.7%
2017 19.3% 21.0%
2016 21.5% 24.5%
2015 -0.9% 1.1%
2014 1.4% 3.3%
2013 43.1% 45.4%
Cumulative Returns - through 05/09/2025
Price Return Total Return
YTD -1.5% -1.0%
1 Year 4.3% 5.7%
3 Years 26.1% 31.8%
5 Years 97.5% 112.5%
10 Years 128.1% 168.5%
Since Inception 320.1% 464.3%

Annualized Returns - through 05/09/2025
Price Return Total Return
3 Years 8.0% 9.6%
5 Years 14.1% 15.8%
10 Years 8.6% 10.4%
Since Inception 8.6% 10.4%

Standard Deviation - through 05/09/2025
Price Return Total Return
3 Years 21.9% 21.9%
5 Years 19.7% 19.6%
10 Years 19.3% 19.2%
Since Inception 19.5% 19.4%

Sharpe Ratio - through 05/09/2025
Price Return Total Return
3 Years 0.36 0.44
5 Years 0.72 0.80
10 Years 0.45 0.54
Since Inception 0.44 0.54

All returns in U.S. Dollars


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