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 11/03/2025
EW PR EW TR MCW PR MCW TR
YTD -3.2% -2.4% -1.9% -1.0%
1 Year -3.0% -1.9% -0.9% 0.2%
3 Years 49.9% 58.5% 50.9% 60.4%
5 Years 71.2% 88.2% 58.8% 74.9%
10 Years 184.2% 240.4% 182.8% 237.5%
Since Inception 518.1% 729.8% 557.6% 792.1%

Annualized Returns - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.4% 16.6% 14.7% 17.1%
5 Years 11.4% 13.5% 9.7% 11.8%
10 Years 11.0% 13.0% 11.0% 12.9%
Since Inception 10.7% 12.5% 11.1% 13.0%

Standard Deviation - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.2% 20.2% 18.5% 18.4%
5 Years 19.9% 19.8% 18.2% 18.1%
10 Years 20.3% 20.1% 16.7% 16.6%
Since Inception 20.5% 20.4% 17.6% 17.5%

Sharpe Ratio - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.71 0.82 0.79 0.93
5 Years 0.57 0.68 0.53 0.65
10 Years 0.54 0.65 0.66 0.78
Since Inception 0.52 0.61 0.63 0.74

All returns in U.S. Dollars


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