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 04/14/2026
EW PR EW TR MCW PR MCW TR
YTD -1.7% -0.9% -4.5% -3.6%
1 Year 23.6% 26.3% 22.6% 25.3%
3 Years 75.1% 88.7% 83.3% 96.4%
5 Years 48.8% 68.8% 69.2% 90.0%
10 Years 194.0% 270.5% 250.7% 339.1%
Since Inception 314.1% 548.3% 337.6% 580.4%

Annualized Returns - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.5% 23.6% 22.4% 25.2%
5 Years 8.3% 11.0% 11.1% 13.7%
10 Years 11.4% 14.0% 13.4% 15.9%
Since Inception 8.1% 10.7% 8.4% 11.0%

Standard Deviation - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.8% 17.7% 16.3% 16.2%
5 Years 20.4% 20.3% 19.6% 19.5%
10 Years 22.7% 22.6% 21.7% 21.6%
Since Inception 21.2% 21.0% 21.3% 21.2%

Sharpe Ratio - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.15 1.33 1.38 1.55
5 Years 0.41 0.54 0.57 0.70
10 Years 0.50 0.62 0.62 0.74
Since Inception 0.38 0.51 0.39 0.52

All returns in U.S. Dollars


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