MarketGrader US Consumer Staples Index

EW = Equally Weighted MCW = Market Cap Weighted PR = Price Return TR = Total Return


Calendar Year Total Returns
INDEX (PR) - EW (TR) - EW (PR) - MCW (TR) - MCW
2025 -16.1% -13.6% -10.9% -8.4%
2024 1.7% 3.9% 1.7% 4.1%
2023 1.9% 4.0% -2.6% -0.3%
2022 -1.9% 1.2% -2.3% 0.5%
2021 22.5% 25.2% 15.9% 18.9%
2020 6.0% 8.7% 1.1% 4.1%
2019 18.0% 20.4% 25.0% 28.4%
2018 -2.9% -1.3% -6.5% -3.9%
2017 11.0% 12.7% 6.9% 9.3%
2016 6.1% 9.2% 5.4% 8.6%
2015 5.2% 7.3% 5.4% 7.9%
2014 19.2% 21.8% 16.9% 20.0%
Cumulative Returns - through 03/20/2026
EW PR EW TR MCW PR MCW TR
YTD 1.0% 1.4% 3.7% 4.2%
1 Year -13.9% -11.6% -7.7% -5.2%
3 Years -11.4% -5.0% -6.3% 1.0%
5 Years 0.4% 13.7% 4.7% 19.2%
10 Years 42.3% 79.4% 30.8% 70.6%
Since Inception 242.4% 427.3% 155.7% 319.0%

Annualized Returns - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years -4.0% -1.7% -2.2% 0.3%
5 Years 0.3% 2.8% 1.1% 3.8%
10 Years 3.6% 6.0% 2.7% 5.5%
Since Inception 7.0% 9.5% 5.3% 8.2%

Standard Deviation - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.0% 13.9% 13.3% 13.2%
5 Years 14.0% 14.1% 13.7% 13.7%
10 Years 13.3% 13.3% 13.4% 13.4%
Since Inception 13.1% 13.1% 13.0% 13.0%

Sharpe Ratio - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years -0.29 -0.12 -0.17 0.02
5 Years 0.02 0.20 0.08 0.28
10 Years 0.27 0.45 0.20 0.41
Since Inception 0.53 0.73 0.41 0.63

All returns in U.S. Dollars


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