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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
0.82%
1.78%
4.85%
6.85%
8.89%
6.02%
3.38%
2.39%
As of January 08, 2026. 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
2019
2020
2021
2022
2023
2024
2025
YTD
2.86%
-0.48%
-0.13%
3.26%
11.02%
9.11%
6.62%
0.56%
As of January 09, 2026.

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