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 07/11/2025
EW PR EW TR MCW PR MCW TR
YTD 2.9% 3.5% 3.4% 4.0%
1 Year 8.7% 10.0% 10.1% 11.3%
3 Years 62.8% 72.7% 59.2% 69.5%
5 Years 115.1% 136.5% 94.6% 114.2%
10 Years 195.6% 254.2% 208.6% 268.5%
Since Inception 557.2% 779.9% 593.1% 837.4%

Annualized Returns - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.6% 20.0% 16.8% 19.2%
5 Years 16.2% 18.5% 14.0% 16.2%
10 Years 11.6% 13.6% 12.1% 14.1%
Since Inception 11.3% 13.2% 11.6% 13.6%

Standard Deviation - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.2% 22.1% 20.4% 20.3%
5 Years 20.0% 19.9% 18.5% 18.3%
10 Years 20.3% 20.2% 16.9% 16.7%
Since Inception 20.6% 20.5% 17.7% 17.6%

Sharpe Ratio - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.79 0.91 0.82 0.95
5 Years 0.81 0.93 0.76 0.88
10 Years 0.57 0.67 0.72 0.84
Since Inception 0.55 0.64 0.66 0.77

All returns in U.S. Dollars


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