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 15.5% 17.9% 19.0% 21.3%
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 12/16/2025
EW PR EW TR MCW PR MCW TR
YTD 15.5% 17.9% 19.0% 21.3%
1 Year 12.6% 15.0% 16.4% 18.9%
3 Years 63.3% 76.0% 84.3% 97.4%
5 Years 87.7% 112.2% 114.0% 139.4%
10 Years 184.6% 257.8% 244.6% 330.5%
Since Inception 321.6% 554.2% 355.7% 601.6%

Annualized Returns - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.7% 20.7% 22.6% 25.4%
5 Years 13.4% 16.2% 16.4% 19.1%
10 Years 11.0% 13.6% 13.2% 15.7%
Since Inception 8.3% 11.0% 8.8% 11.4%

Standard Deviation - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.8% 20.7% 18.7% 18.6%
5 Years 21.2% 21.1% 20.1% 20.0%
10 Years 23.1% 23.0% 22.0% 21.9%
Since Inception 21.3% 21.1% 21.4% 21.3%

Sharpe Ratio - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.85 1.00 1.21 1.36
5 Years 0.63 0.77 0.82 0.96
10 Years 0.48 0.59 0.60 0.72
Since Inception 0.39 0.52 0.41 0.54

All returns in U.S. Dollars


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