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 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD 16.5% 17.1% 25.8% 26.0%
1 Year 24.3% 25.5% 32.5% 33.6%
3 Years 64.5% 72.8% 74.3% 80.4%
5 Years 92.7% 109.7% 105.3% 118.9%
10 Years 328.5% 399.8% 414.5% 494.1%
Since Inception 527.1% 751.3% 718.6% 1022.7%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.1% 20.0% 20.3% 21.7%
5 Years 14.1% 16.0% 15.5% 17.0%
10 Years 15.8% 17.6% 17.9% 19.6%
Since Inception 10.4% 12.2% 12.0% 13.9%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.6% 16.6% 17.9% 18.0%
5 Years 19.9% 19.9% 20.7% 20.7%
10 Years 19.7% 19.7% 19.7% 19.6%
Since Inception 20.9% 20.8% 19.8% 19.7%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.09 1.20 1.13 1.21
5 Years 0.71 0.81 0.75 0.82
10 Years 0.80 0.89 0.91 1.00
Since Inception 0.50 0.59 0.61 0.70

All returns in U.S. Dollars


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