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 01/07/2026
EW PR EW TR MCW PR MCW TR
YTD 3.9% 3.9% 1.9% 1.9%
1 Year 15.1% 16.4% 19.7% 21.6%
3 Years 28.7% 33.6% 21.3% 27.5%
5 Years 51.2% 61.0% 50.8% 63.8%
10 Years 234.9% 274.5% 192.0% 244.6%
Since Inception 942.7% 1201.9% 613.7% 887.7%

Annualized Returns - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 8.2% 9.6% 6.6% 8.4%
5 Years 8.8% 10.2% 8.6% 10.4%
10 Years 12.5% 13.8% 11.3% 13.2%
Since Inception 13.8% 15.2% 11.5% 13.5%

Standard Deviation - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 13.6% 13.6% 12.7% 12.7%
5 Years 15.2% 15.2% 14.2% 14.1%
10 Years 15.1% 15.1% 14.4% 14.4%
Since Inception 16.2% 16.3% 14.9% 14.9%

Sharpe Ratio - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.60 0.71 0.52 0.66
5 Years 0.58 0.67 0.61 0.74
10 Years 0.83 0.91 0.78 0.92
Since Inception 0.85 0.93 0.77 0.91

All returns in U.S. Dollars


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