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
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%
2013	50.0%	51.6%	39.9%	42.1%

Cumulative Returns - through 09/15/2025

	EW PR	EW TR	MCW PR	MCW TR
YTD	4.5%	5.3%	2.6%	3.8%
1 Year	-5.2%	-4.2%	-10.2%	-8.8%
3 Years	23.8%	28.6%	8.9%	14.6%
5 Years	59.2%	69.3%	41.5%	53.7%
10 Years	189.8%	223.4%	143.2%	187.0%
Since Inception	832.6%	1059.9%	504.5%	733.3%

Annualized Returns - through 09/15/2025

	EW PR	EW TR	MCW PR	MCW TR
3 Years	7.4%	8.7%	2.9%	4.6%
5 Years	9.8%	11.1%	7.2%	9.0%
10 Years	11.2%	12.5%	9.3%	11.1%
Since Inception	13.4%	14.8%	10.7%	12.7%

Standard Deviation - through 09/15/2025

	EW PR	EW TR	MCW PR	MCW TR
3 Years	14.1%	14.1%	12.2%	12.2%
5 Years	15.4%	15.4%	14.0%	13.9%
10 Years	15.1%	15.1%	14.2%	14.2%
Since Inception	16.3%	16.3%	14.8%	14.8%

Sharpe Ratio - through 09/15/2025

	EW PR	EW TR	MCW PR	MCW TR
3 Years	0.52	0.62	0.24	0.38
5 Years	0.64	0.72	0.52	0.65
10 Years	0.74	0.83	0.65	0.78
Since Inception	0.82	0.91	0.72	0.86

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