MarketGrader US Health Care Index

EW = Equally Weighted MCW = Market Cap Weighted PR = Price Return TR = Total Return


Calendar Year Total Returns
INDEX MG US Health Care (PR) - EW MG US Health Care (TR) - EW MG US Health Care (PR) - MCW MG US Health Care (TR) - MCW
2025 12.5% 13.8% 18.8% 20.6%
2024 5.2% 6.5% -1.0% 0.5%
2023 4.7% 6.2% 0.9% 2.9%
2022 -6.0% -4.7% -4.4% -2.7%
2021 30.9% 32.3% 33.0% 35.1%
2020 29.0% 30.5% 21.4% 23.7%
2019 24.5% 25.7% 18.1% 19.9%
2018 -1.0% -0.1% 2.7% 4.5%
2017 23.9% 25.3% 21.3% 23.5%
2016 2.4% 3.3% 3.6% 5.2%
2015 18.3% 18.9% 9.4% 10.5%
2014 28.5% 30.0% 27.3% 29.5%
Cumulative Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD 3.5% 3.7% 3.0% 3.3%
1 Year 11.0% 12.3% 15.5% 17.4%
3 Years 31.0% 36.0% 29.7% 36.2%
5 Years 58.7% 68.8% 57.4% 70.9%
10 Years 241.2% 281.6% 207.5% 262.4%
Since Inception 938.6% 1199.0% 621.3% 900.6%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 9.3% 10.7% 9.0% 10.8%
5 Years 9.7% 11.0% 9.5% 11.3%
10 Years 13.1% 14.3% 11.9% 13.7%
Since Inception 13.7% 15.2% 11.5% 13.5%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.6% 13.6% 12.7% 12.6%
5 Years 15.3% 15.3% 14.2% 14.2%
10 Years 14.9% 14.9% 14.2% 14.2%
Since Inception 16.2% 16.3% 14.9% 14.8%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.69 0.79 0.71 0.85
5 Years 0.64 0.72 0.67 0.80
10 Years 0.88 0.96 0.84 0.97
Since Inception 0.85 0.94 0.77 0.91

All returns in U.S. Dollars


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