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 08/08/2025
EW PR EW TR MCW PR MCW TR
YTD 0.9% 1.5% 1.0% 1.7%
1 Year 8.3% 9.6% 11.8% 13.1%
3 Years 45.4% 54.2% 44.3% 53.6%
5 Years 87.2% 105.9% 72.3% 89.7%
10 Years 194.2% 252.6% 200.6% 258.9%
Since Inception 544.6% 763.4% 577.5% 816.7%

Annualized Returns - through 08/08/2025
EW PR EW TR MCW PR MCW TR
3 Years 13.3% 15.5% 13.0% 15.4%
5 Years 13.7% 15.9% 11.8% 14.0%
10 Years 11.5% 13.6% 11.7% 13.7%
Since Inception 11.1% 13.0% 11.4% 13.4%

Standard Deviation - through 08/08/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.5% 21.4% 19.9% 19.8%
5 Years 19.8% 19.7% 18.4% 18.2%
10 Years 20.3% 20.2% 16.9% 16.7%
Since Inception 20.6% 20.5% 17.7% 17.6%

Sharpe Ratio - through 08/08/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.62 0.72 0.65 0.78
5 Years 0.69 0.81 0.64 0.77
10 Years 0.57 0.67 0.69 0.82
Since Inception 0.54 0.63 0.65 0.76

All returns in U.S. Dollars


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