MarketGrader US Consumer Staples Index

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


Calendar Year Total Returns
INDEX MG US Consumer Staples (PR) - EW MG US Consumer Staples (TR) - EW MG US Consumer Staples (PR) - MCW MG US Consumer Staples (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 01/06/2026
EW PR EW TR MCW PR MCW TR
YTD -0.7% -0.7% -1.2% -1.2%
1 Year -14.3% -11.8% -9.2% -6.7%
3 Years -14.1% -7.8% -13.5% -6.6%
5 Years 3.3% 16.9% -0.5% 13.4%
10 Years 49.9% 89.0% 32.1% 72.4%
Since Inception 236.8% 416.8% 143.5% 297.1%

Annualized Returns - through 01/06/2026
EW PR EW TR MCW PR MCW TR
3 Years -4.9% -2.7% -4.7% -2.3%
5 Years 0.6% 3.2% -0.1% 2.5%
10 Years 4.1% 6.6% 2.8% 5.6%
Since Inception 6.9% 9.5% 5.0% 7.9%

Standard Deviation - through 01/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 11.4% 11.3% 10.4% 10.3%
5 Years 12.7% 12.8% 12.3% 12.4%
10 Years 12.6% 12.6% 12.6% 12.6%
Since Inception 12.7% 12.7% 12.6% 12.6%

Sharpe Ratio - through 01/06/2026
EW PR EW TR MCW PR MCW TR
3 Years -0.43 -0.24 -0.45 -0.22
5 Years 0.05 0.25 -0.01 0.20
10 Years 0.32 0.52 0.22 0.44
Since Inception 0.54 0.75 0.40 0.63

All returns in U.S. Dollars


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