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 15.5% 16.6% 16.7% 18.0%
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 12/15/2025
EW PR EW TR MCW PR MCW TR
YTD 15.5% 16.6% 16.7% 18.0%
1 Year 9.5% 10.6% 12.0% 13.3%
3 Years 67.0% 76.2% 65.7% 72.3%
5 Years 100.6% 118.3% 102.6% 116.9%
10 Years 305.7% 374.9% 346.4% 419.1%
Since Inception 444.4% 635.2% 557.8% 799.8%

Annualized Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.6% 20.8% 18.3% 19.9%
5 Years 14.9% 16.9% 15.2% 16.8%
10 Years 15.0% 16.9% 16.1% 17.9%
Since Inception 9.9% 11.7% 11.0% 13.0%

Standard Deviation - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.6% 17.7% 17.0% 17.0%
5 Years 19.4% 19.4% 19.4% 19.4%
10 Years 19.6% 19.5% 19.0% 18.9%
Since Inception 20.9% 20.9% 19.6% 19.5%

Sharpe Ratio - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.06 1.18 1.08 1.17
5 Years 0.77 0.87 0.78 0.87
10 Years 0.77 0.87 0.85 0.94
Since Inception 0.47 0.56 0.56 0.67

All returns in U.S. Dollars


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