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 05/28/2026
EW PR EW TR MCW PR MCW TR
YTD 23.2% 24.6% 24.1% 25.6%
1 Year 36.0% 40.9% 32.8% 37.6%
3 Years 22.7% 34.3% 29.4% 40.5%
5 Years 100.1% 138.3% 130.4% 169.5%
10 Years 71.5% 168.2% 128.1% 237.3%
Since Inception -3.2% 95.0% 43.5% 169.2%

Annualized Returns - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 7.1% 10.3% 9.0% 12.0%
5 Years 14.9% 19.0% 18.2% 21.9%
10 Years 5.5% 10.4% 8.6% 12.9%
Since Inception -0.2% 3.7% 2.0% 5.5%

Standard Deviation - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 21.9% 21.8% 19.9% 19.8%
5 Years 28.1% 27.9% 26.4% 26.3%
10 Years 31.4% 31.2% 29.6% 29.3%
Since Inception 30.9% 30.7% 28.4% 28.2%

Sharpe Ratio - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.32 0.47 0.45 0.61
5 Years 0.53 0.68 0.69 0.83
10 Years 0.17 0.33 0.29 0.44
Since Inception -0.01 0.12 0.07 0.20

All returns in U.S. Dollars


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