MarketGrader US Industrials Index

EW = Equally Weighted MCW = Market Cap Weighted PR = Price Return TR = Total Return


Calendar Year Total Returns
INDEX MG US Industrials (PR) - EW MG US Industrials (TR) - EW MG US Industrials (PR) - MCW MG US Industrials (TR) - MCW
2025 14.2% 15.4% 15.5% 16.8%
2024 12.6% 15.5% 10.9% 12.4%
2023 29.2% 31.6% 29.5% 31.4%
2022 -11.7% -10.0% -8.9% -7.4%
2021 34.1% 35.7% 32.0% 33.7%
2020 16.3% 18.6% 20.0% 22.4%
2019 33.2% 35.2% 30.6% 32.6%
2018 -13.5% -12.4% -9.3% -7.8%
2017 23.0% 24.6% 26.6% 28.6%
2016 22.8% 24.6% 22.7% 24.8%
2015 -4.5% -3.0% -8.2% -6.4%
2014 9.7% 11.5% 16.0% 17.9%
Cumulative Returns - through 08/05/2026
EW PR EW TR MCW PR MCW TR
YTD 19.1% 19.6% 26.2% 26.8%
1 Year 24.1% 25.2% 33.5% 34.8%
3 Years 59.5% 67.6% 67.1% 73.4%
5 Years 95.0% 112.1% 107.1% 121.3%
10 Years 327.5% 398.5% 400.6% 479.4%
Since Inception 540.7% 770.0% 721.4% 1029.6%

Annualized Returns - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.3% 19.2% 19.2% 20.7%
5 Years 14.3% 16.2% 15.7% 17.2%
10 Years 15.6% 17.4% 17.5% 19.2%
Since Inception 10.5% 12.3% 11.9% 13.9%

Standard Deviation - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.6% 16.7% 18.4% 18.4%
5 Years 20.0% 19.9% 21.0% 21.0%
10 Years 19.7% 19.7% 19.8% 19.7%
Since Inception 20.9% 20.8% 19.9% 19.8%

Sharpe Ratio - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.04 1.15 1.04 1.12
5 Years 0.72 0.81 0.75 0.82
10 Years 0.79 0.88 0.88 0.97
Since Inception 0.50 0.59 0.60 0.70

All returns in U.S. Dollars


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