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 05/09/2025
EW PR EW TR MCW PR MCW TR
YTD -19.9% -18.8% -13.9% -13.0%
1 Year -32.6% -30.4% -25.5% -23.3%
3 Years -10.1% 0.1% 2.5% 12.0%
5 Years 116.7% 166.2% 139.9% 188.8%
10 Years -23.2% 22.2% 16.9% 74.4%
Since Inception -29.2% 37.6% 7.9% 95.3%

Annualized Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years -3.5% 0.0% 0.8% 3.8%
5 Years 16.2% 21.1% 18.6% 23.1%
10 Years -2.7% 1.9% 1.4% 5.6%
Since Inception -2.0% 1.8% 0.4% 3.9%

Standard Deviation - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 29.7% 29.7% 27.7% 27.7%
5 Years 29.6% 29.6% 28.4% 28.2%
10 Years 32.4% 32.1% 30.2% 29.9%
Since Inception 31.4% 31.2% 28.8% 28.6%

Sharpe Ratio - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years -0.12 0.00 0.03 0.14
5 Years 0.55 0.71 0.66 0.82
10 Years -0.08 0.06 0.05 0.19
Since Inception -0.06 0.06 0.01 0.14

All returns in U.S. Dollars


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