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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD -0.6% -0.2% -4.3% -3.8%
1 Year 13.3% 15.8% 11.7% 14.1%
3 Years 47.6% 59.4% 61.4% 73.2%
5 Years 60.3% 81.4% 80.8% 102.7%
10 Years 225.2% 308.8% 286.4% 382.5%
Since Inception 318.8% 552.9% 338.5% 578.7%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.9% 16.9% 17.4% 20.2%
5 Years 9.9% 12.6% 12.6% 15.2%
10 Years 12.5% 15.1% 14.5% 17.0%
Since Inception 8.2% 10.9% 8.5% 11.1%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 19.9% 19.8% 17.9% 17.8%
5 Years 20.3% 20.2% 19.5% 19.4%
10 Years 22.7% 22.5% 21.7% 21.5%
Since Inception 21.2% 21.1% 21.3% 21.2%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.70 0.85 0.97 1.14
5 Years 0.49 0.62 0.65 0.78
10 Years 0.55 0.67 0.67 0.79
Since Inception 0.39 0.52 0.40 0.52

All returns in U.S. Dollars


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