MarketGrader US Materials Index

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


Calendar Year Total Returns
INDEX MG US Materials (PR) - EW MG US Materials (TR) - EW MG US Materials (PR) - MCW MG US Materials (TR) - MCW
2025 33.6% 35.4% 30.7% 32.5%
2024 0.7% 2.4% -1.6% -0.2%
2023 11.4% 13.4% 10.1% 12.0%
2022 0.6% 2.3% -2.5% -0.8%
2021 17.8% 19.8% 22.0% 24.0%
2020 6.6% 9.3% 2.7% 5.2%
2019 25.5% 27.6% 20.3% 22.4%
2018 -19.6% -18.0% -20.2% -18.7%
2017 28.0% 30.0% 28.6% 31.0%
2016 21.5% 23.5% 14.8% 17.4%
2015 -8.6% -6.4% -6.8% -4.3%
2014 -1.2% 0.7% 2.5% 4.7%
Cumulative Returns - through 01/07/2026
EW PR EW TR MCW PR MCW TR
YTD 5.2% 5.2% 6.1% 6.1%
1 Year 38.7% 40.5% 37.7% 39.5%
3 Years 50.3% 57.5% 41.2% 47.7%
5 Years 74.7% 89.4% 68.7% 82.5%
10 Years 232.1% 295.3% 170.5% 223.5%
Since Inception 187.8% 309.6% 80.3% 163.0%

Annualized Returns - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.9% 16.7% 12.2% 13.9%
5 Years 12.2% 14.0% 11.0% 12.8%
10 Years 12.6% 14.6% 10.5% 12.5%
Since Inception 6.1% 8.2% 3.3% 5.5%

Standard Deviation - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.9% 20.8% 21.5% 21.5%
5 Years 22.6% 22.5% 24.1% 24.0%
10 Years 21.2% 21.1% 22.0% 21.9%
Since Inception 23.9% 23.8% 25.3% 25.1%

Sharpe Ratio - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.71 0.80 0.57 0.65
5 Years 0.54 0.62 0.46 0.53
10 Years 0.59 0.69 0.48 0.57
Since Inception 0.25 0.34 0.13 0.22

All returns in U.S. Dollars


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