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 01/30/2026
EW PR EW TR MCW PR MCW TR
YTD 7.4% 7.4% 7.5% 7.6%
1 Year 17.3% 18.5% 18.7% 20.0%
3 Years 64.5% 73.6% 67.0% 73.7%
5 Years 108.4% 126.7% 113.1% 128.0%
10 Years 360.4% 438.1% 402.5% 483.7%
Since Inception 477.8% 681.0% 600.0% 858.3%

Annualized Returns - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.1% 20.2% 18.6% 20.2%
5 Years 16.3% 18.2% 16.7% 18.3%
10 Years 16.5% 18.3% 17.5% 19.3%
Since Inception 10.2% 12.0% 11.4% 13.3%

Standard Deviation - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.8% 16.8% 16.5% 16.5%
5 Years 19.6% 19.6% 19.7% 19.7%
10 Years 19.5% 19.5% 18.9% 18.9%
Since Inception 20.9% 20.9% 19.6% 19.5%

Sharpe Ratio - through 01/30/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.08 1.20 1.12 1.22
5 Years 0.83 0.93 0.85 0.93
10 Years 0.85 0.94 0.92 1.02
Since Inception 0.49 0.58 0.58 0.68

All returns in U.S. Dollars


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