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%
Cumulative Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
YTD -11.2% -8.0% -8.0% -4.9%
1 Year -20.8% -17.6% -16.6% -13.5%
3 Years -21.3% -12.8% -13.7% -5.8%
5 Years 113.7% 157.7% 137.0% 180.6%
10 Years 18.6% 88.1% 50.8% 125.4%
Since Inception -21.5% 55.9% 15.3% 113.3%

Annualized Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years -7.7% -4.5% -4.8% -2.0%
5 Years 16.4% 20.8% 18.8% 22.9%
10 Years 1.7% 6.5% 4.2% 8.5%
Since Inception -1.3% 2.5% 0.8% 4.3%

Standard Deviation - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.7% 20.5% 18.6% 18.5%
5 Years 28.5% 28.5% 27.2% 27.1%
10 Years 31.5% 31.2% 29.6% 29.3%
Since Inception 31.0% 30.9% 28.5% 28.3%

Sharpe Ratio - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years -0.37 -0.22 -0.26 -0.11
5 Years 0.58 0.73 0.69 0.84
10 Years 0.05 0.21 0.14 0.29
Since Inception -0.04 0.08 0.03 0.15

All returns in U.S. Dollars


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