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	-14.3%	-11.9%	-11.5%	-9.3%
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 12/26/2024

	EW PR	EW TR	MCW PR	MCW TR
YTD	-14.3%	-11.9%	-11.5%	-9.3%
1 Year	-16.2%	-13.9%	-13.2%	-11.1%
3 Years	41.0%	56.0%	58.7%	72.4%
5 Years	64.6%	109.7%	80.3%	124.3%
10 Years	-2.3%	55.1%	32.1%	97.0%
Since Inception	-14.1%	64.8%	22.2%	118.6%

Annualized Returns - through 12/26/2024

	EW PR	EW TR	MCW PR	MCW TR
3 Years	13.5%	17.4%	17.9%	21.2%
5 Years	10.5%	16.0%	12.5%	17.5%
10 Years	-0.2%	4.5%	2.8%	7.0%
Since Inception	-0.9%	3.0%	1.2%	4.7%

Standard Deviation - through 12/26/2024

	EW PR	EW TR	MCW PR	MCW TR
3 Years	30.6%	30.5%	29.2%	29.1%
5 Years	40.4%	40.1%	37.6%	37.3%
10 Years	32.3%	32.0%	30.1%	29.8%
Since Inception	31.6%	31.4%	29.0%	28.8%

Sharpe Ratio - through 12/26/2024

	EW PR	EW TR	MCW PR	MCW TR
3 Years	0.44	0.57	0.61	0.73
5 Years	0.26	0.40	0.33	0.47
10 Years	-0.01	0.14	0.09	0.23
Since Inception	-0.03	0.10	0.04	0.16

All returns in U.S. Dollars

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