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 05/09/2025
EW PR EW TR MCW PR MCW TR
YTD -5.5% -5.1% -4.0% -3.6%
1 Year -0.4% 1.0% 3.5% 4.8%
3 Years 40.8% 49.6% 43.4% 52.8%
5 Years 120.5% 142.5% 96.5% 116.3%
10 Years 179.4% 234.9% 191.5% 248.0%
Since Inception 503.8% 706.9% 543.6% 768.4%

Annualized Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 12.1% 14.4% 12.8% 15.2%
5 Years 16.9% 19.2% 14.5% 16.7%
10 Years 10.8% 12.8% 11.2% 13.2%
Since Inception 10.9% 12.7% 11.3% 13.2%

Standard Deviation - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.9% 22.8% 20.9% 20.7%
5 Years 20.2% 20.2% 18.8% 18.6%
10 Years 20.2% 20.1% 16.8% 16.6%
Since Inception 20.7% 20.6% 17.7% 17.6%

Sharpe Ratio - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.53 0.63 0.61 0.73
5 Years 0.83 0.95 0.77 0.90
10 Years 0.53 0.64 0.67 0.79
Since Inception 0.53 0.62 0.64 0.75

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE