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 07/09/2025
EW PR EW TR MCW PR MCW TR
YTD 7.2% 7.7% 9.9% 10.5%
1 Year 12.6% 14.1% 12.7% 14.2%
3 Years 72.0% 81.8% 76.5% 84.0%
5 Years 151.3% 174.0% 154.4% 172.7%
10 Years 261.9% 325.2% 298.5% 365.6%
Since Inception 405.0% 579.1% 519.4% 743.1%

Annualized Returns - through 07/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.5% 21.7% 20.4% 22.1%
5 Years 20.2% 22.3% 20.5% 22.2%
10 Years 13.7% 15.6% 14.8% 16.6%
Since Inception 9.6% 11.5% 10.9% 12.9%

Standard Deviation - through 07/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.3% 21.3% 21.1% 21.0%
5 Years 20.6% 20.6% 20.4% 20.4%
10 Years 19.9% 19.8% 19.2% 19.2%
Since Inception 21.1% 21.1% 19.8% 19.7%

Sharpe Ratio - through 07/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.91 1.02 0.97 1.05
5 Years 0.98 1.08 1.00 1.09
10 Years 0.69 0.79 0.77 0.86
Since Inception 0.45 0.55 0.55 0.65

All returns in U.S. Dollars


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