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Basic Info

MerQube US 1Yr Principal Protection index provides an outcome in which the index provides upside participation in the iShares Russell 2000 ETF (IWM) returns until a “cap” of at least 1% for every year. In some cases, the protection is lowered from the maximum of 100% to provide a minimum "cap" of 1%. For more information, visit merqube.com/indices/MQS1PP07.
Core Index Name MerQube Capital Protected US Small Cap Index - July
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
1.43%
1.44%
7.39%
5.99%
8.92%
5.90%
3.21%
2.31%
As of December 17, 2025. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
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Annual Performance

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-0.25%
2.86%
-0.48%
-0.13%
3.26%
11.02%
9.11%
6.39%
As of December 18, 2025.

Basic Info

MerQube US 1Yr Principal Protection index provides an outcome in which the index provides upside participation in the iShares Russell 2000 ETF (IWM) returns until a “cap” of at least 1% for every year. In some cases, the protection is lowered from the maximum of 100% to provide a minimum "cap" of 1%. For more information, visit merqube.com/indices/MQS1PP07.
Core Index Name MerQube Capital Protected US Small Cap Index - July
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged