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%
2013 34.6% 38.1% 29.3% 32.5%
Cumulative Returns - through 07/11/2025
EW PR EW TR MCW PR MCW TR
YTD 9.0% 10.4% 11.0% 12.4%
1 Year 26.0% 28.9% 28.7% 31.6%
3 Years 65.3% 78.9% 83.6% 97.1%
5 Years 151.7% 185.7% 159.2% 191.2%
10 Years 153.4% 219.1% 208.7% 286.5%
Since Inception 297.9% 512.6% 325.2% 549.8%

Annualized Returns - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.2% 21.4% 22.4% 25.4%
5 Years 20.4% 23.5% 21.1% 24.0%
10 Years 9.8% 12.4% 12.0% 14.6%
Since Inception 8.2% 10.9% 8.6% 11.2%

Standard Deviation - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.9% 22.7% 21.1% 21.0%
5 Years 22.3% 22.3% 21.4% 21.3%
10 Years 23.2% 23.1% 22.2% 22.1%
Since Inception 21.5% 21.3% 21.6% 21.5%

Sharpe Ratio - through 07/11/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.80 0.94 1.06 1.21
5 Years 0.91 1.06 0.99 1.13
10 Years 0.42 0.54 0.54 0.66
Since Inception 0.38 0.51 0.40 0.52

All returns in U.S. Dollars


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