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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD 18.9% 19.4% 19.5% 20.0%
1 Year 15.5% 20.1% 14.2% 18.6%
3 Years 6.2% 17.0% 14.6% 24.8%
5 Years 126.6% 171.3% 157.3% 203.0%
10 Years 84.7% 189.3% 133.2% 245.7%
Since Inception -6.6% 86.9% 38.1% 157.2%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 2.2% 5.6% 4.9% 8.0%
5 Years 17.8% 22.1% 20.8% 24.8%
10 Years 6.3% 11.2% 8.8% 13.2%
Since Inception -0.4% 3.5% 1.8% 5.3%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 21.6% 21.4% 19.5% 19.5%
5 Years 28.0% 27.8% 26.3% 26.2%
10 Years 31.4% 31.2% 29.6% 29.3%
Since Inception 31.0% 30.8% 28.5% 28.3%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.10 0.26 0.25 0.41
5 Years 0.64 0.79 0.79 0.95
10 Years 0.20 0.36 0.30 0.45
Since Inception -0.01 0.11 0.06 0.19

All returns in U.S. Dollars


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