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 32.1% 33.8% 29.5% 31.2%
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 12/15/2025
EW PR EW TR MCW PR MCW TR
YTD 32.1% 33.9% 29.5% 31.2%
1 Year 23.6% 25.3% 21.6% 23.3%
3 Years 48.1% 55.2% 38.5% 44.9%
5 Years 77.2% 92.3% 68.0% 82.0%
10 Years 192.7% 249.2% 143.3% 192.2%
Since Inception 170.4% 284.8% 68.4% 145.6%

Annualized Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 14.0% 15.8% 11.5% 13.2%
5 Years 12.1% 14.0% 10.9% 12.7%
10 Years 11.3% 13.3% 9.3% 11.3%
Since Inception 5.7% 7.8% 2.9% 5.1%

Standard Deviation - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 20.9% 20.8% 21.8% 21.7%
5 Years 22.5% 22.4% 24.0% 23.9%
10 Years 21.2% 21.1% 22.0% 21.9%
Since Inception 23.9% 23.8% 25.3% 25.2%

Sharpe Ratio - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.67 0.76 0.53 0.61
5 Years 0.54 0.63 0.45 0.53
10 Years 0.53 0.63 0.42 0.52
Since Inception 0.24 0.33 0.11 0.20

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE