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%
Cumulative Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
YTD -3.3% -2.4% -4.2% -3.3%
1 Year -10.2% -9.2% -9.3% -8.2%
3 Years 35.9% 43.5% 34.1% 42.4%
5 Years 60.8% 76.6% 50.9% 66.0%
10 Years 191.6% 249.3% 182.1% 236.7%
Since Inception 518.1% 730.3% 542.1% 771.6%

Annualized Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 10.8% 12.8% 10.3% 12.5%
5 Years 10.0% 12.0% 8.6% 10.7%
10 Years 11.3% 13.3% 10.9% 12.9%
Since Inception 10.7% 12.5% 10.9% 12.8%

Standard Deviation - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.2% 20.2% 18.6% 18.5%
5 Years 19.9% 19.8% 18.3% 18.2%
10 Years 20.3% 20.1% 16.8% 16.6%
Since Inception 20.5% 20.4% 17.6% 17.5%

Sharpe Ratio - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.53 0.64 0.55 0.68
5 Years 0.50 0.61 0.47 0.59
10 Years 0.56 0.66 0.65 0.78
Since Inception 0.52 0.61 0.62 0.73

All returns in U.S. Dollars


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