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 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD 6.4% 7.8% 4.5% 5.4%
1 Year 12.6% 15.1% 12.6% 14.5%
3 Years 77.9% 91.4% 88.3% 100.5%
5 Years 61.9% 83.6% 84.2% 105.7%
10 Years 219.1% 302.5% 290.0% 386.1%
Since Inception 348.0% 605.2% 378.8% 644.1%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 21.2% 24.2% 23.5% 26.1%
5 Years 10.3% 13.1% 13.2% 15.7%
10 Years 12.4% 15.1% 14.7% 17.2%
Since Inception 8.4% 11.1% 8.8% 11.4%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.5% 17.4% 16.1% 16.0%
5 Years 20.4% 20.3% 19.6% 19.5%
10 Years 22.6% 22.5% 21.6% 21.4%
Since Inception 21.1% 21.0% 21.2% 21.1%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.21 1.39 1.46 1.63
5 Years 0.50 0.64 0.67 0.81
10 Years 0.55 0.67 0.68 0.80
Since Inception 0.40 0.53 0.41 0.54

All returns in U.S. Dollars


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