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 06/04/2025
Price Return Total Return
YTD 2.3% 2.9%
1 Year 9.6% 11.1%
3 Years 24.3% 29.9%
5 Years 77.6% 91.1%
10 Years 134.7% 176.1%
Since Inception 336.1% 486.3%

Annualized Returns - through 06/04/2025
Price Return Total Return
3 Years 7.8% 9.4%
5 Years 12.2% 13.8%
10 Years 8.9% 10.7%
Since Inception 8.8% 10.6%

Standard Deviation - through 06/04/2025
Price Return Total Return
3 Years 22.1% 22.0%
5 Years 19.7% 19.6%
10 Years 19.3% 19.2%
Since Inception 19.4% 19.3%

Sharpe Ratio - through 06/04/2025
Price Return Total Return
3 Years 0.35 0.43
5 Years 0.62 0.70
10 Years 0.46 0.56
Since Inception 0.45 0.55

All returns in U.S. Dollars


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