MarketGrader US Energy Index

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


Calendar Year Total Returns
INDEX MG US Energy (PR) - EW MG US Energy (TR) - EW MG US Energy (PR) - MCW MG US Energy (TR) - MCW
2024 -11.8% -9.4% -9.1% -6.9%
2023 11.0% 14.7% 14.0% 16.9%
2022 49.9% 56.2% 59.1% 64.5%
2021 70.1% 78.7% 65.0% 73.4%
2020 -31.9% -25.4% -31.7% -25.7%
2019 -3.0% 1.5% 2.0% 6.0%
2018 -15.8% -12.0% -13.9% -11.1%
2017 1.3% 5.7% 6.6% 10.3%
2016 2.0% 7.4% 1.7% 6.4%
2015 -29.6% -26.9% -22.7% -20.2%
2014 -18.6% -15.5% -12.1% -9.2%
2013 25.6% 29.3% 22.9% 26.4%
Cumulative Returns - through 06/20/2025
EW PR EW TR MCW PR MCW TR
YTD -13.0% -11.4% -7.5% -5.9%
1 Year -23.1% -20.6% -16.8% -14.3%
3 Years -5.8% 4.5% 9.2% 18.9%
5 Years 104.1% 151.3% 133.3% 181.6%
10 Years -10.0% 43.7% 33.0% 99.1%
Since Inception -23.1% 50.2% 16.1% 111.2%

Annualized Returns - through 06/20/2025
EW PR EW TR MCW PR MCW TR
3 Years -2.0% 1.5% 3.0% 5.9%
5 Years 15.4% 20.3% 18.5% 23.1%
10 Years -0.9% 3.8% 2.9% 7.2%
Since Inception -1.5% 2.4% 0.9% 4.4%

Standard Deviation - through 06/20/2025
EW PR EW TR MCW PR MCW TR
3 Years 28.3% 28.2% 25.9% 25.8%
5 Years 29.8% 29.7% 28.5% 28.4%
10 Years 32.4% 32.1% 30.2% 30.0%
Since Inception 31.4% 31.2% 28.8% 28.6%

Sharpe Ratio - through 06/20/2025
EW PR EW TR MCW PR MCW TR
3 Years -0.07 0.05 0.12 0.23
5 Years 0.52 0.68 0.65 0.81
10 Years -0.03 0.12 0.10 0.24
Since Inception -0.05 0.08 0.03 0.15

All returns in U.S. Dollars


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