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 08/05/2026
EW PR EW TR MCW PR MCW TR
YTD -2.1% -1.3% 0.6% 1.5%
1 Year 9.2% 10.6% 18.6% 20.5%
3 Years 14.5% 18.9% 19.7% 25.5%
5 Years 22.3% 30.4% 27.1% 37.9%
10 Years 182.1% 216.5% 159.0% 205.8%
Since Inception 882.9% 1136.9% 604.1% 882.9%

Annualized Returns - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 5.0% 6.3% 6.7% 8.4%
5 Years 4.1% 5.4% 4.9% 6.6%
10 Years 10.9% 12.2% 10.0% 11.8%
Since Inception 13.0% 14.4% 11.0% 13.0%

Standard Deviation - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.2% 14.2% 13.3% 13.3%
5 Years 15.5% 15.5% 14.5% 14.4%
10 Years 15.1% 15.1% 14.3% 14.3%
Since Inception 16.2% 16.3% 14.9% 14.9%

Sharpe Ratio - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.35 0.44 0.50 0.63
5 Years 0.26 0.35 0.34 0.46
10 Years 0.72 0.81 0.70 0.82
Since Inception 0.80 0.88 0.74 0.87

All returns in U.S. Dollars


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