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 05/06/2026
EW PR EW TR MCW PR MCW TR
YTD -9.0% -8.5% -7.3% -6.8%
1 Year -0.1% 1.3% 9.2% 11.0%
3 Years 10.2% 14.6% 11.7% 17.4%
5 Years 25.4% 33.6% 27.1% 38.0%
10 Years 189.4% 224.3% 164.3% 211.8%
Since Inception 813.1% 1046.1% 549.3% 803.1%

Annualized Returns - through 05/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 3.3% 4.6% 3.7% 5.4%
5 Years 4.6% 6.0% 4.9% 6.7%
10 Years 11.2% 12.5% 10.2% 12.0%
Since Inception 12.8% 14.2% 10.7% 12.7%

Standard Deviation - through 05/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.6% 14.6% 13.5% 13.5%
5 Years 15.7% 15.6% 14.6% 14.5%
10 Years 15.2% 15.2% 14.5% 14.5%
Since Inception 16.3% 16.4% 15.0% 14.9%

Sharpe Ratio - through 05/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.23 0.32 0.27 0.40
5 Years 0.29 0.38 0.34 0.46
10 Years 0.73 0.82 0.70 0.83
Since Inception 0.78 0.87 0.72 0.85

All returns in U.S. Dollars


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