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 04/18/2025
EW PR EW TR MCW PR MCW TR
YTD -8.9% -8.2% -8.0% -7.3%
1 Year 13.9% 16.7% 15.8% 18.6%
3 Years 23.1% 33.5% 29.6% 39.4%
5 Years 135.8% 168.2% 137.4% 167.3%
10 Years 126.4% 184.8% 164.7% 231.6%
Since Inception 232.5% 409.4% 252.3% 436.1%

Annualized Returns - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 7.2% 10.1% 9.0% 11.7%
5 Years 18.7% 21.8% 18.9% 21.7%
10 Years 8.5% 11.0% 10.2% 12.7%
Since Inception 7.2% 9.8% 7.5% 10.2%

Standard Deviation - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 24.5% 24.4% 23.4% 23.2%
5 Years 23.0% 22.9% 22.0% 21.9%
10 Years 23.2% 23.1% 22.2% 22.1%
Since Inception 21.6% 21.5% 21.8% 21.6%

Sharpe Ratio - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.29 0.41 0.39 0.50
5 Years 0.81 0.95 0.86 0.99
10 Years 0.37 0.48 0.46 0.58
Since Inception 0.33 0.46 0.34 0.47

All returns in U.S. Dollars


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