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	14.1%	16.3%	18.8%	21.2%
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 12/26/2024

	EW PR	EW TR	MCW PR	MCW TR
YTD	14.1%	16.3%	18.8%	21.2%
1 Year	13.4%	15.6%	18.4%	20.8%
3 Years	30.9%	39.6%	29.1%	38.6%
5 Years	100.7%	122.8%	99.7%	120.9%
10 Years	218.0%	281.3%	223.0%	286.6%
Since Inception	553.6%	769.9%	587.5%	823.7%

Annualized Returns - through 12/26/2024

	EW PR	EW TR	MCW PR	MCW TR
3 Years	9.8%	12.2%	9.3%	11.9%
5 Years	15.0%	17.4%	14.8%	17.2%
10 Years	12.3%	14.3%	12.4%	14.5%
Since Inception	11.7%	13.6%	12.0%	14.0%

Standard Deviation - through 12/26/2024

	EW PR	EW TR	MCW PR	MCW TR
3 Years	22.8%	22.7%	20.9%	20.7%
5 Years	24.9%	24.7%	20.2%	20.0%
10 Years	20.0%	19.9%	16.6%	16.5%
Since Inception	20.7%	20.6%	17.7%	17.6%

Sharpe Ratio - through 12/26/2024

	EW PR	EW TR	MCW PR	MCW TR
3 Years	0.43	0.54	0.44	0.57
5 Years	0.60	0.70	0.73	0.86
10 Years	0.61	0.72	0.75	0.88
Since Inception	0.56	0.66	0.68	0.79

All returns in U.S. Dollars

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