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 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD 22.8% 24.4% 25.0% 25.7%
1 Year 25.1% 29.3% 24.1% 27.2%
3 Years 11.4% 21.8% 19.2% 28.5%
5 Years 90.3% 127.0% 122.7% 158.5%
10 Years 72.9% 170.8% 135.0% 245.4%
Since Inception -3.5% 94.8% 44.4% 169.5%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 3.7% 6.8% 6.0% 8.7%
5 Years 13.7% 17.7% 17.3% 20.9%
10 Years 5.7% 10.5% 9.0% 13.3%
Since Inception -0.2% 3.7% 2.0% 5.5%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.3% 20.3% 18.4% 18.3%
5 Years 28.1% 27.9% 26.5% 26.4%
10 Years 31.4% 31.2% 29.6% 29.3%
Since Inception 30.8% 30.6% 28.3% 28.1%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.18 0.34 0.33 0.48
5 Years 0.49 0.63 0.65 0.79
10 Years 0.18 0.34 0.30 0.45
Since Inception -0.01 0.12 0.07 0.20

All returns in U.S. Dollars


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