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
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%
2013 34.6% 38.1% 29.3% 32.5%
Cumulative Returns - through 10/14/2025
EW PR EW TR MCW PR MCW TR
YTD 12.4% 14.3% 15.0% 17.0%
1 Year 14.7% 17.4% 17.3% 20.0%
3 Years 64.2% 77.6% 89.7% 103.5%
5 Years 130.7% 161.1% 145.3% 175.0%
10 Years 184.7% 258.2% 248.8% 336.1%
Since Inception 310.2% 534.5% 340.6% 576.6%

Annualized Returns - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.0% 21.1% 23.8% 26.7%
5 Years 18.2% 21.2% 19.7% 22.4%
10 Years 11.0% 13.6% 13.3% 15.9%
Since Inception 8.2% 10.9% 8.7% 11.3%

Standard Deviation - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.9% 21.8% 20.2% 20.1%
5 Years 22.2% 22.1% 21.3% 21.2%
10 Years 23.1% 23.0% 22.1% 21.9%
Since Inception 21.3% 21.2% 21.5% 21.4%

Sharpe Ratio - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.82 0.97 1.18 1.33
5 Years 0.82 0.96 0.93 1.06
10 Years 0.48 0.59 0.60 0.72
Since Inception 0.38 0.51 0.40 0.53

All returns in U.S. Dollars


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