MarketGrader US Small Cap Select 50 Index

*Inception date: December 31, 2007.

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%

*The MarketGrader U.S. Core Select 50 Indexes were first published on August 2, 2023. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Back-tested performance information is purely hypothetical and is solely for informational purposes. Back-tested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results. One cannot invest in an index. This material is intended solely for use by investment professionals and is not intended for distribution to or use by retail investors.

Cumulative Returns - through 10/13/2025
Price Return Total Return
YTD 10.5% 11.7%
1 Year 8.9% 10.4%
3 Years 51.8% 58.1%
5 Years 85.8% 99.6%
10 Years 165.2% 211.1%
Since Inception 371.2% 536.4%

Annualized Returns - through 10/13/2025
Price Return Total Return
3 Years 14.9% 16.5%
5 Years 13.2% 14.8%
10 Years 10.2% 12.0%
Since Inception 9.1% 10.9%

Standard Deviation - through 10/13/2025
Price Return Total Return
3 Years 19.0% 19.0%
5 Years 19.6% 19.5%
10 Years 19.2% 19.2%
Since Inception 19.3% 19.2%

Sharpe Ratio - through 10/13/2025
Price Return Total Return
3 Years 0.78 0.87
5 Years 0.67 0.76
10 Years 0.53 0.63
Since Inception 0.47 0.57

All returns in U.S. Dollars


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