MarketGrader US Financials Index

EW = Equally Weighted MCW = Market Cap Weighted PR = Price Return TR = Total Return


Calendar Year Total Returns
INDEX MG US Financials (PR) - EW MG US Financials (TR) - EW MG US Financials (PR) - MCW MG US Financials (TR) - MCW
2025 15.4% 17.8% 19.6% 22.1%
2024 24.2% 27.3% 31.8% 34.7%
2023 11.2% 14.6% 14.7% 17.7%
2022 -11.8% -9.6% -9.2% -7.1%
2021 32.1% 35.2% 27.8% 30.4%
2020 2.2% 5.8% -4.6% -1.1%
2019 25.7% 28.2% 34.1% 37.0%
2018 -18.6% -17.1% -14.3% -12.7%
2017 14.8% 16.7% 24.1% 26.1%
2016 29.6% 31.9% 24.0% 26.4%
2015 2.3% 4.2% -2.1% -0.1%
2014 3.5% 6.2% 9.5% 12.3%
Cumulative Returns - through 01/08/2026
EW PR EW TR MCW PR MCW TR
YTD 3.0% 3.1% 3.0% 3.2%
1 Year 18.9% 21.6% 23.4% 26.1%
3 Years 60.7% 73.5% 80.4% 93.5%
5 Years 80.1% 104.0% 108.1% 133.2%
10 Years 223.9% 307.5% 281.1% 376.4%
Since Inception 333.7% 574.6% 371.9% 628.4%

Annualized Returns - through 01/08/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.0% 20.0% 21.7% 24.6%
5 Years 12.6% 15.4% 15.8% 18.5%
10 Years 12.0% 14.6% 14.3% 16.9%
Since Inception 8.5% 11.1% 9.0% 11.6%

Standard Deviation - through 01/08/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.4% 20.3% 18.3% 18.2%
5 Years 20.9% 20.8% 19.9% 19.8%
10 Years 23.0% 22.9% 22.0% 21.9%
Since Inception 21.2% 21.1% 21.4% 21.2%

Sharpe Ratio - through 01/08/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.83 0.99 1.19 1.35
5 Years 0.60 0.74 0.79 0.93
10 Years 0.52 0.64 0.65 0.77
Since Inception 0.40 0.53 0.42 0.55

All returns in U.S. Dollars


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