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 09/15/2025
EW PR EW TR MCW PR MCW TR
YTD 12.8% 14.6% 15.6% 17.4%
1 Year 22.4% 25.1% 25.2% 28.0%
3 Years 58.9% 71.7% 79.1% 92.2%
5 Years 141.0% 172.8% 151.6% 182.0%
10 Years 180.2% 252.6% 245.3% 332.0%
Since Inception 311.6% 535.8% 342.8% 578.9%

Annualized Returns - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 16.7% 19.7% 21.4% 24.3%
5 Years 19.2% 22.2% 20.3% 23.0%
10 Years 10.9% 13.4% 13.2% 15.8%
Since Inception 8.3% 11.0% 8.7% 11.4%

Standard Deviation - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.5% 22.3% 20.9% 20.8%
5 Years 22.3% 22.2% 21.3% 21.2%
10 Years 23.1% 23.0% 22.1% 22.0%
Since Inception 21.4% 21.3% 21.5% 21.4%

Sharpe Ratio - through 09/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.74 0.88 1.02 1.17
5 Years 0.86 1.00 0.95 1.08
10 Years 0.47 0.58 0.60 0.72
Since Inception 0.39 0.52 0.40 0.53

All returns in U.S. Dollars


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