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 03/13/2025
EW PR EW TR MCW PR MCW TR
YTD -7.0% -6.8% -3.9% -3.7%
1 Year -1.9% 0.6% -3.1% -1.7%
3 Years 32.5% 40.7% 38.2% 44.4%
5 Years 146.4% 170.0% 153.0% 172.4%
10 Years 205.6% 259.6% 239.1% 297.0%
Since Inception 338.0% 487.3% 441.5% 634.7%

Annualized Returns - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 9.8% 12.0% 11.3% 13.0%
5 Years 19.8% 22.0% 20.4% 22.2%
10 Years 11.8% 13.7% 13.0% 14.8%
Since Inception 8.9% 10.8% 10.3% 12.3%

Standard Deviation - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.5% 22.5% 22.4% 22.3%
5 Years 22.2% 22.2% 22.0% 22.0%
10 Years 19.9% 19.8% 19.2% 19.2%
Since Inception 21.3% 21.2% 20.0% 19.9%

Sharpe Ratio - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.44 0.53 0.50 0.58
5 Years 0.89 0.99 0.93 1.01
10 Years 0.59 0.69 0.68 0.77
Since Inception 0.42 0.51 0.52 0.62

All returns in U.S. Dollars


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