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 04/29/2026
EW PR EW TR MCW PR MCW TR
YTD 10.2% 10.5% 12.6% 12.9%
1 Year 34.4% 35.6% 34.4% 35.8%
3 Years 69.0% 78.1% 73.4% 80.1%
5 Years 78.8% 94.7% 83.7% 96.5%
10 Years 316.0% 386.0% 368.7% 443.7%
Since Inception 493.4% 703.7% 632.9% 905.6%

Annualized Returns - through 04/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 19.2% 21.3% 20.3% 21.8%
5 Years 12.3% 14.2% 12.9% 14.5%
10 Years 15.3% 17.1% 16.7% 18.4%
Since Inception 10.2% 12.0% 11.5% 13.4%

Standard Deviation - through 04/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.5% 17.6% 17.6% 17.6%
5 Years 19.7% 19.7% 19.9% 19.8%
10 Years 19.6% 19.6% 19.2% 19.2%
Since Inception 20.9% 20.9% 19.7% 19.6%

Sharpe Ratio - through 04/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.10 1.21 1.15 1.24
5 Years 0.62 0.72 0.65 0.73
10 Years 0.78 0.87 0.87 0.96
Since Inception 0.49 0.58 0.59 0.68

All returns in U.S. Dollars


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