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 08/05/2026
EW PR EW TR MCW PR MCW TR
YTD 9.1% 10.6% 6.8% 8.8%
1 Year 16.4% 19.0% 16.1% 18.9%
3 Years 64.3% 76.8% 78.7% 91.8%
5 Years 64.8% 86.6% 85.7% 108.9%
10 Years 209.2% 290.1% 275.6% 371.9%
Since Inception 359.2% 623.6% 389.5% 667.7%

Annualized Returns - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.4% 21.3% 21.8% 24.7%
5 Years 10.5% 13.3% 13.2% 15.9%
10 Years 11.9% 14.6% 14.1% 16.8%
Since Inception 8.5% 11.2% 8.9% 11.5%

Standard Deviation - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.6% 16.6% 15.7% 15.7%
5 Years 20.4% 20.3% 19.6% 19.5%
10 Years 22.6% 22.5% 21.6% 21.4%
Since Inception 21.0% 20.9% 21.2% 21.1%

Sharpe Ratio - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.11 1.28 1.39 1.57
5 Years 0.51 0.65 0.67 0.81
10 Years 0.53 0.65 0.65 0.78
Since Inception 0.40 0.54 0.42 0.55

All returns in U.S. Dollars


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