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
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 01/29/2026
EW PR EW TR MCW PR MCW TR
YTD 1.7% 1.7% 2.8% 2.8%
1 Year -0.6% 0.5% 0.4% 1.6%
3 Years 37.4% 44.7% 41.9% 50.4%
5 Years 66.4% 82.4% 62.2% 78.0%
10 Years 245.5% 313.3% 229.9% 293.4%
Since Inception 570.7% 802.8% 603.0% 855.6%

Annualized Returns - through 01/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 10.9% 12.9% 12.1% 14.3%
5 Years 10.7% 12.8% 10.2% 12.2%
10 Years 13.2% 15.2% 12.7% 14.7%
Since Inception 11.1% 12.9% 11.4% 13.3%

Standard Deviation - through 01/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 19.6% 19.5% 17.9% 17.7%
5 Years 19.6% 19.5% 18.2% 18.1%
10 Years 20.2% 20.1% 16.7% 16.6%
Since Inception 20.4% 20.3% 17.5% 17.5%

Sharpe Ratio - through 01/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.56 0.66 0.68 0.81
5 Years 0.55 0.66 0.56 0.67
10 Years 0.65 0.76 0.76 0.89
Since Inception 0.54 0.63 0.65 0.76

All returns in U.S. Dollars


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