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 06/16/2026
EW PR EW TR MCW PR MCW TR
YTD 2.1% 3.3% 0.5% 1.8%
1 Year 16.9% 19.5% 17.4% 20.1%
3 Years 72.4% 85.4% 83.2% 96.0%
5 Years 50.0% 70.1% 73.3% 94.6%
10 Years 209.9% 290.7% 275.6% 370.8%
Since Inception 329.9% 575.9% 360.4% 618.8%

Annualized Returns - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 19.9% 22.8% 22.4% 25.1%
5 Years 8.5% 11.2% 11.6% 14.2%
10 Years 12.0% 14.6% 14.1% 16.8%
Since Inception 8.2% 10.9% 8.6% 11.3%

Standard Deviation - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.8% 17.7% 16.4% 16.4%
5 Years 20.5% 20.4% 19.7% 19.6%
10 Years 22.7% 22.6% 21.7% 21.6%
Since Inception 21.1% 21.0% 21.3% 21.1%

Sharpe Ratio - through 06/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.12 1.29 1.37 1.53
5 Years 0.42 0.55 0.59 0.72
10 Years 0.53 0.65 0.65 0.78
Since Inception 0.39 0.52 0.40 0.53

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE