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
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%
2013 40.6% 42.6% 37.2% 39.6%
Cumulative Returns - through 08/25/2025
EW PR EW TR MCW PR MCW TR
YTD 12.0% 12.7% 10.8% 11.7%
1 Year 12.6% 14.1% 11.3% 12.9%
3 Years 55.8% 64.9% 55.5% 62.3%
5 Years 125.6% 146.0% 119.3% 135.2%
10 Years 312.5% 384.0% 337.8% 411.0%
Since Inception 427.7% 610.5% 524.5% 751.6%

Annualized Returns - through 08/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 15.9% 18.1% 15.9% 17.5%
5 Years 17.7% 19.7% 17.0% 18.7%
10 Years 15.2% 17.1% 15.9% 17.7%
Since Inception 9.9% 11.7% 10.9% 12.9%

Standard Deviation - through 08/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.3% 20.3% 20.2% 20.2%
5 Years 20.6% 20.6% 20.3% 20.3%
10 Years 19.9% 19.9% 19.2% 19.2%
Since Inception 21.1% 21.0% 19.8% 19.7%

Sharpe Ratio - through 08/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.78 0.89 0.79 0.87
5 Years 0.86 0.96 0.84 0.92
10 Years 0.76 0.86 0.83 0.92
Since Inception 0.47 0.56 0.55 0.66

All returns in U.S. Dollars


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