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 06/02/2025
EW PR EW TR MCW PR MCW TR
YTD 1.7% 2.7% 3.4% 4.5%
1 Year 22.1% 25.0% 22.8% 25.5%
3 Years 38.8% 50.2% 50.1% 61.2%
5 Years 130.6% 162.0% 135.0% 164.2%
10 Years 145.0% 208.3% 191.3% 264.8%
Since Inception 271.1% 470.1% 295.9% 503.9%

Annualized Returns - through 06/02/2025
EW PR EW TR MCW PR MCW TR
3 Years 11.5% 14.5% 14.5% 17.3%
5 Years 18.2% 21.2% 18.6% 21.4%
10 Years 9.4% 11.9% 11.3% 13.8%
Since Inception 7.8% 10.5% 8.2% 10.8%

Standard Deviation - through 06/02/2025
EW PR EW TR MCW PR MCW TR
3 Years 23.7% 23.5% 22.5% 22.4%
5 Years 22.3% 22.2% 21.2% 21.2%
10 Years 23.2% 23.1% 22.1% 22.0%
Since Inception 21.5% 21.4% 21.6% 21.5%

Sharpe Ratio - through 06/02/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.49 0.62 0.64 0.77
5 Years 0.82 0.95 0.88 1.01
10 Years 0.41 0.52 0.51 0.63
Since Inception 0.36 0.49 0.38 0.50

All returns in U.S. Dollars


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