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 6.8% 8.0% 0.4% 1.9%
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 12/26/2024
EW PR EW TR MCW PR MCW TR
YTD 6.8% 8.0% 0.4% 1.9%
1 Year 6.3% 7.6% 0.5% 2.0%
3 Years 4.8% 9.1% -3.1% 2.0%
5 Years 76.8% 88.1% 55.8% 69.7%
10 Years 222.8% 258.6% 156.7% 201.3%
Since Inception 805.4% 1016.8% 497.9% 714.1%

Annualized Returns - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 2.0% 3.4% -0.7% 1.1%
5 Years 12.1% 13.5% 9.3% 11.2%
10 Years 12.4% 13.6% 9.9% 11.7%
Since Inception 13.8% 15.3% 11.1% 13.1%

Standard Deviation - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 16.7% 16.7% 14.9% 14.8%
5 Years 16.4% 16.5% 15.3% 15.3%
10 Years 15.2% 15.2% 14.4% 14.4%
Since Inception 16.4% 16.5% 14.9% 14.9%

Sharpe Ratio - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 0.12 0.20 -0.05 0.07
5 Years 0.74 0.82 0.61 0.73
10 Years 0.81 0.89 0.69 0.81
Since Inception 0.84 0.93 0.74 0.88

All returns in U.S. Dollars


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