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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD 13.2% 13.3% 14.5% 14.5%
1 Year 30.7% 31.9% 30.9% 32.4%
3 Years 65.4% 74.4% 73.7% 80.5%
5 Years 105.7% 123.7% 111.5% 126.1%
10 Years 363.7% 441.5% 408.1% 489.0%
Since Inception 509.2% 723.6% 645.1% 920.4%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.4% 20.6% 20.4% 22.0%
5 Years 15.5% 17.5% 16.2% 17.7%
10 Years 16.6% 18.4% 17.6% 19.4%
Since Inception 10.5% 12.3% 11.7% 13.6%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.7% 16.7% 16.6% 16.5%
5 Years 19.4% 19.4% 19.6% 19.5%
10 Years 19.5% 19.4% 18.9% 18.9%
Since Inception 20.9% 20.8% 19.6% 19.5%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.10 1.23 1.23 1.33
5 Years 0.80 0.90 0.83 0.91
10 Years 0.85 0.95 0.93 1.03
Since Inception 0.50 0.59 0.60 0.70

All returns in U.S. Dollars


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