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
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%
2013 35.1% 38.0% 27.2% 30.5%
Cumulative Returns - through 03/13/2025
EW PR EW TR MCW PR MCW TR
YTD -1.9% -1.4% 0.1% 0.6%
1 Year -2.8% -0.5% -1.1% 1.4%
3 Years 7.0% 15.0% 5.0% 13.2%
5 Years 60.0% 80.3% 34.1% 52.7%
10 Years 80.2% 125.2% 57.2% 104.1%
Since Inception 296.7% 493.9% 177.1% 341.4%

Annualized Returns - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 2.4% 5.0% 1.8% 4.5%
5 Years 9.9% 12.5% 6.1% 8.8%
10 Years 6.1% 8.5% 4.6% 7.4%
Since Inception 8.3% 10.9% 6.1% 9.0%

Standard Deviation - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 12.9% 13.1% 12.3% 12.4%
5 Years 13.6% 13.7% 13.7% 13.7%
10 Years 12.5% 12.5% 12.8% 12.7%
Since Inception 12.8% 12.8% 12.7% 12.7%

Sharpe Ratio - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.19 0.38 0.15 0.36
5 Years 0.73 0.91 0.44 0.64
10 Years 0.49 0.68 0.36 0.58
Since Inception 0.65 0.85 0.48 0.71

All returns in U.S. Dollars


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