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 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD 3.1% 3.9% 1.1% 1.5%
1 Year 23.1% 24.7% 18.6% 19.7%
3 Years 42.5% 49.1% 33.7% 39.0%
5 Years 65.1% 79.0% 53.0% 64.9%
10 Years 168.9% 219.8% 129.5% 172.7%
Since Inception 182.1% 304.3% 72.0% 151.7%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 12.5% 14.2% 10.2% 11.6%
5 Years 10.5% 12.3% 8.9% 10.5%
10 Years 10.4% 12.4% 8.7% 10.6%
Since Inception 5.7% 7.8% 3.0% 5.1%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 21.9% 21.9% 21.2% 21.1%
5 Years 24.2% 24.1% 25.4% 25.4%
10 Years 22.0% 21.8% 22.6% 22.5%
Since Inception 24.2% 24.1% 25.4% 25.3%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.57 0.65 0.48 0.55
5 Years 0.43 0.51 0.35 0.41
10 Years 0.47 0.57 0.38 0.47
Since Inception 0.24 0.32 0.12 0.20

All returns in U.S. Dollars


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