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 06/20/2025
EW PR EW TR MCW PR MCW TR
YTD -3.3% -2.8% -2.2% -1.6%
1 Year 3.4% 4.6% 5.5% 6.7%
3 Years 59.7% 69.3% 59.0% 69.2%
5 Years 98.8% 118.5% 83.3% 101.8%
10 Years 179.3% 234.6% 195.0% 252.0%
Since Inception 517.6% 726.6% 556.0% 786.6%

Annualized Returns - through 06/20/2025
EW PR EW TR MCW PR MCW TR
3 Years 16.9% 19.2% 16.7% 19.2%
5 Years 15.0% 17.2% 13.1% 15.3%
10 Years 10.9% 12.9% 11.5% 13.5%
Since Inception 11.0% 12.8% 11.3% 13.3%

Standard Deviation - through 06/20/2025
EW PR EW TR MCW PR MCW TR
3 Years 23.1% 23.1% 21.1% 20.9%
5 Years 20.0% 20.0% 18.5% 18.4%
10 Years 20.3% 20.2% 16.9% 16.7%
Since Inception 20.7% 20.6% 17.7% 17.7%

Sharpe Ratio - through 06/20/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.73 0.83 0.79 0.92
5 Years 0.75 0.86 0.71 0.83
10 Years 0.54 0.64 0.68 0.81
Since Inception 0.53 0.62 0.64 0.75

All returns in U.S. Dollars


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