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%
Cumulative Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
YTD 9.6% 11.7% 12.3% 14.4%
1 Year 1.1% 3.4% 5.0% 7.3%
3 Years 43.7% 55.1% 62.0% 73.7%
5 Years 82.5% 106.3% 103.0% 127.1%
10 Years 159.2% 226.1% 219.8% 299.8%
Since Inception 300.0% 519.7% 330.2% 561.7%

Annualized Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 12.8% 15.8% 17.4% 20.2%
5 Years 12.8% 15.6% 15.2% 17.8%
10 Years 10.0% 12.5% 12.3% 14.9%
Since Inception 8.0% 10.7% 8.5% 11.1%

Standard Deviation - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.8% 20.7% 18.9% 18.8%
5 Years 22.1% 22.1% 21.4% 21.3%
10 Years 23.1% 23.0% 22.1% 21.9%
Since Inception 21.3% 21.2% 21.4% 21.3%

Sharpe Ratio - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.62 0.77 0.92 1.08
5 Years 0.58 0.71 0.71 0.84
10 Years 0.43 0.54 0.56 0.68
Since Inception 0.38 0.51 0.40 0.52

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE