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 09/17/2025
EW PR EW TR MCW PR MCW TR
YTD 11.5% 12.3% 11.1% 12.0%
1 Year 11.9% 13.1% 10.3% 11.7%
3 Years 71.8% 81.4% 72.5% 79.7%
5 Years 124.5% 144.7% 117.8% 133.5%
10 Years 287.1% 354.0% 315.4% 384.4%
Since Inception 425.3% 607.7% 526.3% 754.6%

Annualized Returns - through 09/17/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.5% 22.7% 20.6% 22.2%
5 Years 17.6% 19.6% 16.8% 18.5%
10 Years 14.5% 16.3% 15.3% 17.1%
Since Inception 9.8% 11.7% 10.9% 12.8%

Standard Deviation - through 09/17/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.9% 20.0% 19.9% 19.9%
5 Years 20.4% 20.4% 20.1% 20.1%
10 Years 19.8% 19.8% 19.1% 19.1%
Since Inception 21.1% 21.0% 19.7% 19.6%

Sharpe Ratio - through 09/17/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.03 1.14 1.03 1.11
5 Years 0.86 0.96 0.83 0.92
10 Years 0.73 0.82 0.80 0.90
Since Inception 0.47 0.56 0.55 0.65

All returns in U.S. Dollars


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