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%
Cumulative Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
YTD 14.4% 15.5% 19.3% 20.9%
1 Year 7.0% 8.2% 14.0% 15.8%
3 Years 26.2% 30.9% 19.2% 25.1%
5 Years 60.7% 70.8% 58.0% 71.4%
10 Years 214.1% 250.7% 182.3% 232.6%
Since Inception 920.5% 1171.6% 603.2% 870.7%

Annualized Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 8.1% 9.4% 6.0% 7.8%
5 Years 9.9% 11.3% 9.6% 11.4%
10 Years 12.1% 13.4% 10.9% 12.8%
Since Inception 13.8% 15.2% 11.5% 13.5%

Standard Deviation - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 13.5% 13.5% 12.6% 12.6%
5 Years 15.5% 15.5% 14.4% 14.3%
10 Years 15.0% 15.0% 14.3% 14.3%
Since Inception 16.2% 16.3% 14.9% 14.9%

Sharpe Ratio - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.60 0.69 0.48 0.62
5 Years 0.64 0.73 0.67 0.80
10 Years 0.81 0.89 0.76 0.90
Since Inception 0.85 0.93 0.77 0.91

All returns in U.S. Dollars


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