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%
Cumulative Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
YTD 10.6% 11.5% 11.8% 13.0%
1 Year 0.6% 1.7% 3.0% 4.4%
3 Years 52.5% 61.0% 53.4% 59.8%
5 Years 93.5% 110.9% 94.3% 108.2%
10 Years 270.8% 334.5% 309.9% 377.4%
Since Inception 420.9% 603.1% 530.4% 761.8%

Annualized Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 15.1% 17.2% 15.3% 16.9%
5 Years 14.1% 16.1% 14.2% 15.8%
10 Years 14.0% 15.8% 15.2% 16.9%
Since Inception 9.6% 11.5% 10.8% 12.8%

Standard Deviation - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.1% 18.1% 17.8% 17.8%
5 Years 20.4% 20.4% 20.2% 20.2%
10 Years 19.6% 19.6% 19.1% 19.0%
Since Inception 21.0% 20.9% 19.7% 19.6%

Sharpe Ratio - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.84 0.95 0.86 0.95
5 Years 0.69 0.79 0.70 0.78
10 Years 0.71 0.81 0.80 0.89
Since Inception 0.46 0.55 0.55 0.65

All returns in U.S. Dollars


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