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 08/06/2025
EW PR EW TR MCW PR MCW TR
YTD 8.1% 9.6% 10.1% 11.6%
1 Year 27.4% 30.3% 30.6% 33.5%
3 Years 50.1% 62.5% 72.1% 84.8%
5 Years 133.9% 165.5% 147.8% 178.2%
10 Years 154.6% 220.4% 209.7% 287.6%
Since Inception 294.7% 508.3% 321.7% 545.5%

Annualized Returns - through 08/06/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.6% 17.7% 19.9% 22.8%
5 Years 18.5% 21.6% 19.9% 22.7%
10 Years 9.8% 12.4% 12.0% 14.5%
Since Inception 8.1% 10.8% 8.5% 11.1%

Standard Deviation - through 08/06/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.5% 22.4% 21.0% 20.9%
5 Years 22.4% 22.3% 21.4% 21.3%
10 Years 23.2% 23.1% 22.2% 22.1%
Since Inception 21.4% 21.3% 21.6% 21.5%

Sharpe Ratio - through 08/06/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.65 0.79 0.95 1.09
5 Years 0.83 0.97 0.93 1.07
10 Years 0.42 0.54 0.54 0.66
Since Inception 0.38 0.51 0.39 0.52

All returns in U.S. Dollars


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