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 12.4% 13.6% 17.9% 19.6%
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 12/16/2025
EW PR EW TR MCW PR MCW TR
YTD 12.4% 13.6% 17.9% 19.6%
1 Year 10.6% 11.9% 16.2% 18.1%
3 Years 25.2% 30.0% 18.8% 24.9%
5 Years 54.9% 64.7% 52.8% 66.0%
10 Years 208.0% 244.2% 177.5% 227.4%
Since Inception 902.5% 1150.7% 594.6% 860.6%

Annualized Returns - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 7.8% 9.1% 5.9% 7.7%
5 Years 9.1% 10.5% 8.9% 10.7%
10 Years 11.9% 13.2% 10.7% 12.6%
Since Inception 13.7% 15.1% 11.4% 13.4%

Standard Deviation - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 13.6% 13.6% 12.8% 12.8%
5 Years 15.2% 15.2% 14.2% 14.2%
10 Years 15.1% 15.1% 14.4% 14.4%
Since Inception 16.3% 16.3% 14.9% 14.9%

Sharpe Ratio - through 12/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.57 0.67 0.46 0.60
5 Years 0.60 0.69 0.62 0.75
10 Years 0.79 0.87 0.74 0.87
Since Inception 0.84 0.92 0.76 0.90

All returns in U.S. Dollars


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