MarketGrader US Industrials Index

EW = Equally Weighted MCW = Market Cap Weighted PR = Price Return TR = Total Return


Calendar Year Total Returns
INDEX (PR) - EW (TR) - EW (PR) - MCW (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 03/20/2026
EW PR EW TR MCW PR MCW TR
YTD 2.8% 3.0% 5.0% 5.2%
1 Year 22.6% 23.8% 22.9% 24.3%
3 Years 59.7% 68.5% 63.8% 70.3%
5 Years 79.1% 95.0% 86.0% 99.0%
10 Years 294.2% 360.8% 338.0% 408.3%
Since Inception 453.4% 649.1% 583.6% 837.6%

Annualized Returns - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.9% 19.0% 17.9% 19.4%
5 Years 12.2% 14.1% 13.2% 14.7%
10 Years 14.7% 16.5% 15.9% 17.7%
Since Inception 9.8% 11.7% 11.1% 13.0%

Standard Deviation - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.6% 17.7% 17.4% 17.4%
5 Years 19.8% 19.8% 19.8% 19.8%
10 Years 19.7% 19.7% 19.1% 19.1%
Since Inception 21.0% 20.9% 19.7% 19.6%

Sharpe Ratio - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.96 1.07 1.03 1.12
5 Years 0.62 0.71 0.67 0.74
10 Years 0.75 0.84 0.83 0.93
Since Inception 0.47 0.56 0.56 0.66

All returns in U.S. Dollars


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