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
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%
2013	40.8%	42.4%	34.0%	36.0%

Cumulative Returns - through 10/14/2025

	EW PR	EW TR	MCW PR	MCW TR
YTD	0.1%	0.9%	0.4%	1.4%
1 Year	-0.9%	0.1%	0.9%	2.0%
3 Years	60.7%	69.9%	60.6%	70.8%
5 Years	72.0%	89.1%	55.8%	71.6%
10 Years	206.7%	267.3%	208.9%	268.7%
Since Inception	539.4%	758.2%	573.5%	813.5%

Annualized Returns - through 10/14/2025

	EW PR	EW TR	MCW PR	MCW TR
3 Years	17.1%	19.3%	17.1%	19.5%
5 Years	11.5%	13.6%	9.3%	11.4%
10 Years	11.9%	13.9%	11.9%	13.9%
Since Inception	11.0%	12.8%	11.3%	13.2%

Standard Deviation - through 10/14/2025

	EW PR	EW TR	MCW PR	MCW TR
3 Years	20.7%	20.6%	19.1%	18.9%
5 Years	19.8%	19.8%	18.3%	18.1%
10 Years	20.2%	20.1%	16.8%	16.7%
Since Inception	20.5%	20.4%	17.6%	17.5%

Sharpe Ratio - through 10/14/2025

	EW PR	EW TR	MCW PR	MCW TR
3 Years	0.83	0.94	0.90	1.03
5 Years	0.58	0.69	0.51	0.63
10 Years	0.59	0.69	0.71	0.83
Since Inception	0.54	0.63	0.64	0.75

All returns in U.S. Dollars

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