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 04/18/2025
Price Return Total Return
YTD -8.8% -8.4%
1 Year 1.7% 3.0%
3 Years 9.3% 14.3%
5 Years 94.2% 109.1%
10 Years 110.0% 147.3%
Since Inception 289.0% 422.0%

Annualized Returns - through 04/18/2025
Price Return Total Return
3 Years 3.0% 4.6%
5 Years 14.2% 15.9%
10 Years 7.7% 9.5%
Since Inception 8.2% 10.0%

Standard Deviation - through 04/18/2025
Price Return Total Return
3 Years 22.3% 22.2%
5 Years 20.7% 20.7%
10 Years 19.3% 19.2%
Since Inception 19.5% 19.4%

Sharpe Ratio - through 04/18/2025
Price Return Total Return
3 Years 0.13 0.21
5 Years 0.68 0.77
10 Years 0.40 0.49
Since Inception 0.42 0.51

All returns in U.S. Dollars


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