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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/MQS1PP10.
Core Index Name MerQube Capital Protected US Small Cap Index - October
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
0.87%
1.82%
8.28%
10.26%
8.98%
5.87%
3.39%
2.37%
As of January 09, 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
3.22%
-0.36%
0.42%
1.77%
9.67%
7.36%
9.55%
0.94%
As of January 11, 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/MQS1PP10.
Core Index Name MerQube Capital Protected US Small Cap Index - October
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged