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
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%
2013 7.1% 9.7% 4.4% 7.5%
Cumulative Returns - through 08/04/2025
EW PR EW TR MCW PR MCW TR
YTD 8.8% 9.7% 10.3% 11.2%
1 Year 11.7% 13.4% 9.4% 11.0%
3 Years 26.4% 32.9% 22.0% 27.9%
5 Years 55.1% 68.5% 46.0% 58.4%
10 Years 122.0% 166.1% 95.2% 135.6%
Since Inception 122.8% 215.3% 43.5% 108.2%

Annualized Returns - through 08/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 8.1% 9.9% 6.9% 8.6%
5 Years 9.2% 11.0% 7.9% 9.6%
10 Years 8.3% 10.3% 6.9% 8.9%
Since Inception 4.6% 6.7% 2.1% 4.2%

Standard Deviation - through 08/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.6% 22.5% 23.1% 23.0%
5 Years 22.1% 22.0% 23.4% 23.3%
10 Years 21.5% 21.3% 22.2% 22.1%
Since Inception 24.0% 23.9% 25.4% 25.2%

Sharpe Ratio - through 08/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.36 0.44 0.30 0.37
5 Years 0.42 0.50 0.34 0.41
10 Years 0.39 0.48 0.31 0.40
Since Inception 0.19 0.28 0.08 0.17

All returns in U.S. Dollars


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