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 08/06/2026
EW PR EW TR MCW PR MCW TR
YTD 10.2% 10.9% 9.2% 10.0%
1 Year 32.5% 34.2% 26.3% 28.0%
3 Years 47.7% 54.5% 38.7% 44.7%
5 Years 77.1% 91.8% 63.9% 77.2%
10 Years 179.8% 232.7% 141.3% 187.9%
Since Inception 201.4% 331.9% 85.6% 172.7%

Annualized Returns - through 08/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.0% 15.7% 11.7% 13.2%
5 Years 12.1% 13.9% 10.4% 12.1%
10 Years 10.9% 12.8% 9.2% 11.2%
Since Inception 6.1% 8.2% 3.4% 5.5%

Standard Deviation - through 08/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 22.1% 22.1% 21.5% 21.4%
5 Years 24.4% 24.3% 25.7% 25.6%
10 Years 22.1% 21.9% 22.7% 22.6%
Since Inception 24.2% 24.1% 25.5% 25.3%

Sharpe Ratio - through 08/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.63 0.71 0.54 0.62
5 Years 0.50 0.57 0.40 0.47
10 Years 0.49 0.58 0.40 0.50
Since Inception 0.25 0.34 0.13 0.22

All returns in U.S. Dollars


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