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 4.1% 5.1% 2.1% 3.3%
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 12/15/2025
EW PR EW TR MCW PR MCW TR
YTD 4.0% 5.1% 2.1% 3.3%
1 Year -1.4% -0.3% -3.2% -2.0%
3 Years 48.4% 56.4% 45.8% 54.6%
5 Years 70.3% 86.9% 59.7% 75.3%
10 Years 228.0% 292.6% 208.4% 267.9%
Since Inception 564.8% 794.2% 584.8% 830.4%

Annualized Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.0% 16.1% 13.4% 15.6%
5 Years 11.2% 13.3% 9.8% 11.9%
10 Years 12.6% 14.7% 11.9% 13.9%
Since Inception 11.1% 12.9% 11.3% 13.2%

Standard Deviation - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.9% 19.8% 18.2% 18.0%
5 Years 19.5% 19.4% 18.1% 17.9%
10 Years 20.3% 20.1% 16.7% 16.6%
Since Inception 20.5% 20.4% 17.6% 17.5%

Sharpe Ratio - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.70 0.81 0.74 0.86
5 Years 0.57 0.68 0.54 0.66
10 Years 0.62 0.73 0.71 0.84
Since Inception 0.54 0.63 0.64 0.75

All returns in U.S. Dollars


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