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 11/03/2025
EW PR EW TR MCW PR MCW TR
YTD 9.0% 10.9% 13.7% 15.8%
1 Year 13.7% 16.3% 18.7% 21.3%
3 Years 49.6% 61.6% 72.7% 85.2%
5 Years 111.8% 139.5% 140.9% 169.8%
10 Years 162.1% 229.8% 227.0% 308.5%
Since Inception 297.8% 515.6% 335.6% 569.3%

Annualized Returns - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.4% 17.4% 20.0% 22.8%
5 Years 16.2% 19.1% 19.2% 22.0%
10 Years 10.1% 12.7% 12.6% 15.1%
Since Inception 8.0% 10.7% 8.6% 11.2%

Standard Deviation - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.8% 20.7% 18.8% 18.7%
5 Years 22.1% 22.1% 21.3% 21.2%
10 Years 23.1% 23.0% 22.0% 21.9%
Since Inception 21.3% 21.2% 21.4% 21.3%

Sharpe Ratio - through 11/03/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.69 0.84 1.06 1.22
5 Years 0.73 0.87 0.90 1.04
10 Years 0.44 0.55 0.57 0.69
Since Inception 0.38 0.51 0.40 0.53

All returns in U.S. Dollars


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