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 04/14/2026
EW PR EW TR MCW PR MCW TR
YTD -3.4% -3.0% -2.9% -2.4%
1 Year 11.8% 13.3% 19.0% 21.0%
3 Years 15.8% 20.2% 15.5% 21.3%
5 Years 37.7% 46.6% 39.1% 51.0%
10 Years 201.7% 237.7% 174.6% 223.7%
Since Inception 870.0% 1116.1% 580.1% 845.5%

Annualized Returns - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 5.0% 6.3% 4.9% 6.6%
5 Years 6.6% 7.9% 6.8% 8.6%
10 Years 11.7% 12.9% 10.6% 12.5%
Since Inception 13.2% 14.6% 11.0% 13.0%

Standard Deviation - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.4% 14.4% 13.3% 13.3%
5 Years 15.6% 15.6% 14.5% 14.5%
10 Years 15.2% 15.1% 14.4% 14.4%
Since Inception 16.3% 16.3% 14.9% 14.9%

Sharpe Ratio - through 04/14/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.35 0.44 0.37 0.50
5 Years 0.42 0.51 0.47 0.59
10 Years 0.77 0.85 0.74 0.87
Since Inception 0.81 0.89 0.74 0.87

All returns in U.S. Dollars


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