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 04/16/2026
EW PR EW TR MCW PR MCW TR
YTD 0.2% 0.5% 2.6% 2.9%
1 Year 18.6% 19.9% 17.7% 18.9%
3 Years 35.7% 42.5% 39.8% 47.4%
5 Years 38.7% 52.2% 40.1% 53.8%
10 Years 215.5% 277.2% 204.3% 262.6%
Since Inception 561.2% 792.3% 602.0% 856.7%

Annualized Returns - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 10.9% 12.7% 12.0% 14.0%
5 Years 6.8% 8.8% 7.0% 9.0%
10 Years 12.3% 14.3% 11.9% 13.9%
Since Inception 10.9% 12.7% 11.2% 13.1%

Standard Deviation - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.9% 18.9% 17.7% 17.6%
5 Years 19.7% 19.6% 18.1% 18.0%
10 Years 20.3% 20.2% 16.8% 16.6%
Since Inception 20.4% 20.3% 17.5% 17.5%

Sharpe Ratio - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.58 0.67 0.68 0.80
5 Years 0.35 0.45 0.39 0.50
10 Years 0.61 0.71 0.71 0.84
Since Inception 0.53 0.62 0.64 0.75

All returns in U.S. Dollars


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