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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD 4.9% 5.0% 3.8% 3.9%
1 Year 10.2% 11.4% 5.9% 7.1%
3 Years 41.2% 48.5% 42.4% 50.3%
5 Years 63.8% 79.5% 62.5% 78.3%
10 Years 248.7% 316.9% 229.6% 292.7%
Since Inception 592.0% 831.9% 610.0% 865.7%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 12.2% 14.1% 12.6% 14.7%
5 Years 10.4% 12.4% 10.2% 12.3%
10 Years 13.3% 15.3% 12.7% 14.7%
Since Inception 11.2% 13.1% 11.4% 13.3%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.3% 18.2% 17.1% 16.9%
5 Years 19.6% 19.5% 18.2% 18.1%
10 Years 20.1% 20.0% 16.6% 16.5%
Since Inception 20.4% 20.3% 17.5% 17.4%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.67 0.77 0.74 0.87
5 Years 0.53 0.64 0.56 0.68
10 Years 0.66 0.76 0.76 0.89
Since Inception 0.55 0.65 0.65 0.76

All returns in U.S. Dollars


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