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 05/09/2025
EW PR EW TR MCW PR MCW TR
YTD -1.0% -0.1% -0.1% 0.8%
1 Year 15.8% 18.6% 17.9% 20.6%
3 Years 42.3% 54.4% 51.6% 63.2%
5 Years 148.6% 182.5% 153.3% 184.9%
10 Years 140.9% 203.1% 181.5% 252.4%
Since Inception 261.4% 454.3% 282.6% 483.1%

Annualized Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 12.5% 15.6% 14.9% 17.7%
5 Years 19.2% 22.2% 19.8% 22.6%
10 Years 9.2% 11.7% 10.9% 13.4%
Since Inception 7.7% 10.3% 8.0% 10.7%

Standard Deviation - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 23.5% 23.4% 22.4% 22.2%
5 Years 22.2% 22.1% 21.2% 21.1%
10 Years 23.1% 23.0% 22.1% 21.9%
Since Inception 21.5% 21.4% 21.6% 21.5%

Sharpe Ratio - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.53 0.67 0.67 0.80
5 Years 0.87 1.00 0.94 1.07
10 Years 0.40 0.51 0.49 0.61
Since Inception 0.36 0.48 0.37 0.50

All returns in U.S. Dollars


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