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
2025 -11.1% -7.7% -7.8% -4.5%
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%
Cumulative Returns - through 10/20/2026
EW PR EW TR MCW PR MCW TR
YTD 39.0% 42.7% 45.9% 50.2%
1 Year 45.2% 50.3% 50.5% 56.2%
3 Years 0.8% 11.2% 12.5% 23.6%
5 Years 76.6% 110.0% 117.0% 154.1%
10 Years 81.5% 184.2% 155.0% 279.4%
Since Inception 9.2% 123.3% 68.6% 222.1%

Annualized Returns - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.3% 3.6% 4.0% 7.3%
5 Years 12.0% 16.0% 16.8% 20.5%
10 Years 6.1% 11.0% 9.8% 14.3%
Since Inception 0.5% 4.4% 2.8% 6.4%

Standard Deviation - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.6% 20.5% 18.9% 18.8%
5 Years 27.7% 27.5% 26.3% 26.2%
10 Years 31.7% 31.4% 29.9% 29.6%
Since Inception 30.8% 30.6% 28.3% 28.1%

Sharpe Ratio - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.01 0.18 0.21 0.39
5 Years 0.43 0.58 0.64 0.78
10 Years 0.19 0.35 0.33 0.48
Since Inception 0.02 0.14 0.10 0.23

All returns in U.S. Dollars


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