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 01/30/2026
EW PR EW TR MCW PR MCW TR
YTD -0.1% 0.1% -2.3% -2.0%
1 Year 10.1% 12.6% 11.0% 13.3%
3 Years 49.4% 61.4% 62.9% 75.0%
5 Years 79.9% 103.7% 105.4% 130.1%
10 Years 227.8% 312.2% 293.0% 390.5%
Since Inception 320.9% 555.1% 347.5% 591.3%

Annualized Returns - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.3% 17.3% 17.7% 20.5%
5 Years 12.9% 15.7% 15.8% 18.5%
10 Years 12.6% 15.2% 14.6% 17.2%
Since Inception 8.3% 11.0% 8.6% 11.3%

Standard Deviation - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.2% 20.1% 18.0% 17.9%
5 Years 21.1% 21.0% 20.1% 20.0%
10 Years 22.8% 22.6% 21.7% 21.6%
Since Inception 21.2% 21.1% 21.4% 21.2%

Sharpe Ratio - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.71 0.86 0.98 1.14
5 Years 0.61 0.75 0.79 0.92
10 Years 0.55 0.67 0.67 0.80
Since Inception 0.39 0.52 0.40 0.53

All returns in U.S. Dollars


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