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 10/14/2025
EW PR EW TR MCW PR MCW TR
YTD 13.5% 14.3% 14.4% 15.4%
1 Year 9.0% 10.1% 9.2% 10.5%
3 Years 81.5% 91.6% 89.3% 97.2%
5 Years 121.1% 140.9% 115.3% 130.7%
10 Years 300.1% 369.1% 331.4% 402.9%
Since Inception 434.6% 620.5% 544.7% 780.1%

Annualized Returns - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.0% 24.2% 23.7% 25.4%
5 Years 17.2% 19.2% 16.6% 18.2%
10 Years 14.9% 16.7% 15.7% 17.5%
Since Inception 9.9% 11.7% 11.0% 13.0%

Standard Deviation - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.9% 18.9% 18.7% 18.7%
5 Years 20.4% 20.4% 20.1% 20.1%
10 Years 19.7% 19.7% 19.1% 19.0%
Since Inception 21.0% 21.0% 19.7% 19.6%

Sharpe Ratio - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.16 1.28 1.27 1.36
5 Years 0.85 0.94 0.83 0.91
10 Years 0.76 0.85 0.82 0.92
Since Inception 0.47 0.56 0.56 0.66

All returns in U.S. Dollars


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