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 09/16/2026
EW PR EW TR MCW PR MCW TR
YTD 7.0% 7.8% 12.7% 13.5%
1 Year 9.7% 10.8% 17.1% 18.3%
3 Years 50.5% 57.9% 56.1% 62.1%
5 Years 75.1% 90.5% 86.1% 98.9%
10 Years 291.0% 356.1% 355.4% 426.7%
Since Inception 476.1% 684.0% 633.5% 911.0%

Annualized Returns - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.9% 16.7% 16.2% 17.6%
5 Years 11.9% 13.8% 13.2% 14.7%
10 Years 14.6% 16.4% 16.4% 18.1%
Since Inception 9.8% 11.6% 11.2% 13.1%

Standard Deviation - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.9% 17.0% 18.7% 18.7%
5 Years 20.1% 20.1% 21.2% 21.2%
10 Years 19.8% 19.8% 19.9% 19.9%
Since Inception 20.9% 20.8% 19.9% 19.8%

Sharpe Ratio - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.88 0.98 0.87 0.94
5 Years 0.59 0.69 0.62 0.69
10 Years 0.74 0.83 0.82 0.91
Since Inception 0.47 0.56 0.56 0.66

All returns in U.S. Dollars


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