MarketGrader US Consumer Discretionary Index

EW = Equally Weighted MCW = Market Cap Weighted PR = Price Return TR = Total Return


Calendar Year Total Returns
INDEX MG US Consumer Discretionary (PR) - EW MG US Consumer Discretionary (TR) - EW MG US Consumer Discretionary (PR) - MCW MG US Consumer Discretionary (TR) - MCW
2025 3.2% 4.4% 2.0% 3.2%
2024 11.5% 13.7% 15.9% 18.2%
2023 30.1% 33.1% 25.6% 29.1%
2022 -13.0% -11.0% -15.2% -13.2%
2021 30.7% 32.9% 26.2% 27.7%
2020 19.2% 22.0% 25.3% 27.7%
2019 30.1% 32.4% 33.4% 35.6%
2018 -10.9% -9.2% -10.2% -8.8%
2017 26.9% 28.5% 20.6% 22.4%
2016 8.8% 10.4% 7.2% 9.0%
2015 -1.8% -0.5% 4.2% 5.8%
2014 10.9% 12.1% 12.3% 14.0%
Cumulative Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD -2.8% -2.3% -2.3% -2.0%
1 Year -2.5% -1.5% -3.6% -2.9%
3 Years 21.9% 27.7% 25.0% 30.6%
5 Years 35.6% 48.7% 30.3% 42.6%
10 Years 201.8% 260.6% 185.9% 239.2%
Since Inception 540.9% 767.1% 568.4% 810.3%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 6.8% 8.5% 7.7% 9.3%
5 Years 6.3% 8.3% 5.5% 7.4%
10 Years 11.8% 13.8% 11.2% 13.1%
Since Inception 10.5% 12.3% 10.8% 12.6%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.8% 17.7% 16.7% 16.6%
5 Years 19.7% 19.6% 18.2% 18.0%
10 Years 20.3% 20.2% 16.8% 16.7%
Since Inception 20.3% 20.2% 17.5% 17.4%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.38 0.48 0.46 0.56
5 Years 0.32 0.42 0.30 0.41
10 Years 0.58 0.68 0.67 0.79
Since Inception 0.52 0.61 0.62 0.73

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE