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%
2013 25.6% 29.3% 22.9% 26.4%
Cumulative Returns - through 07/18/2025
EW PR EW TR MCW PR MCW TR
YTD -14.8% -13.2% -9.6% -8.0%
1 Year -28.2% -25.9% -22.1% -19.7%
3 Years -2.5% 7.7% 11.4% 21.1%
5 Years 120.1% 170.5% 149.4% 200.1%
10 Years 4.7% 66.8% 46.0% 118.5%
Since Inception -24.8% 47.1% 13.4% 106.5%

Annualized Returns - through 07/18/2025
EW PR EW TR MCW PR MCW TR
3 Years -0.8% 2.5% 3.7% 6.6%
5 Years 17.1% 22.0% 19.9% 24.5%
10 Years 0.1% 4.8% 3.5% 7.8%
Since Inception -1.6% 2.2% 0.7% 4.2%

Standard Deviation - through 07/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 25.9% 25.8% 23.2% 23.1%
5 Years 29.6% 29.6% 28.3% 28.2%
10 Years 32.2% 32.0% 30.1% 29.8%
Since Inception 31.3% 31.1% 28.7% 28.5%

Sharpe Ratio - through 07/18/2025
EW PR EW TR MCW PR MCW TR
3 Years -0.03 0.10 0.16 0.29
5 Years 0.58 0.74 0.70 0.87
10 Years 0.00 0.15 0.12 0.26
Since Inception -0.05 0.07 0.02 0.15

All returns in U.S. Dollars


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