MarketGrader US Consumer Discretionary Index

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


Calendar Year Total Returns
INDEX (PR) - EW (TR) - EW (PR) - MCW (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 03/20/2026
EW PR EW TR MCW PR MCW TR
YTD -5.4% -5.2% -3.8% -3.6%
1 Year 5.6% 6.8% 5.6% 6.7%
3 Years 33.8% 40.5% 36.7% 44.1%
5 Years 38.0% 51.4% 41.0% 54.8%
10 Years 200.6% 259.4% 190.6% 246.2%
Since Inception 523.9% 741.5% 557.7% 795.6%

Annualized Returns - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 10.2% 12.0% 11.0% 12.9%
5 Years 6.6% 8.6% 7.2% 9.3%
10 Years 11.6% 13.6% 11.3% 13.2%
Since Inception 10.6% 12.4% 10.9% 12.8%

Standard Deviation - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 19.1% 19.1% 17.7% 17.6%
5 Years 19.9% 19.9% 18.5% 18.3%
10 Years 20.4% 20.3% 16.9% 16.7%
Since Inception 20.5% 20.4% 17.6% 17.5%

Sharpe Ratio - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.53 0.63 0.62 0.73
5 Years 0.33 0.43 0.39 0.51
10 Years 0.57 0.67 0.67 0.79
Since Inception 0.52 0.61 0.62 0.73

All returns in U.S. Dollars


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