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 05/28/2026
EW PR EW TR MCW PR MCW TR
YTD 14.7% 15.1% 17.5% 17.9%
1 Year 31.0% 32.2% 31.2% 32.5%
3 Years 76.9% 86.3% 79.8% 86.7%
5 Years 84.4% 100.6% 88.3% 101.3%
10 Years 324.0% 394.6% 388.7% 465.8%
Since Inception 517.5% 737.3% 664.7% 950.4%

Annualized Returns - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.9% 23.0% 21.6% 23.1%
5 Years 13.0% 14.9% 13.5% 15.0%
10 Years 15.5% 17.3% 17.2% 18.9%
Since Inception 10.4% 12.2% 11.7% 13.6%

Standard Deviation - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.5% 17.5% 17.7% 17.7%
5 Years 19.7% 19.7% 19.9% 19.9%
10 Years 19.6% 19.6% 19.2% 19.2%
Since Inception 20.9% 20.8% 19.7% 19.6%

Sharpe Ratio - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.19 1.31 1.22 1.30
5 Years 0.66 0.76 0.68 0.76
10 Years 0.79 0.88 0.89 0.99
Since Inception 0.50 0.59 0.59 0.69

All returns in U.S. Dollars


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