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 10/20/2026
EW PR EW TR MCW PR MCW TR
YTD 10.5% 11.5% 14.4% 15.5%
1 Year 23.4% 25.0% 24.6% 26.2%
3 Years 65.2% 72.4% 63.2% 70.1%
5 Years 69.9% 83.9% 61.7% 74.5%
10 Years 184.6% 237.8% 154.4% 202.5%
Since Inception 202.2% 334.2% 94.5% 186.5%

Annualized Returns - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.2% 19.9% 17.7% 19.4%
5 Years 11.2% 13.0% 10.1% 11.8%
10 Years 11.0% 12.9% 9.8% 11.7%
Since Inception 6.0% 8.1% 3.6% 5.7%

Standard Deviation - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 24.2% 24.2% 24.3% 24.2%
5 Years 25.8% 25.7% 27.3% 27.2%
10 Years 22.9% 22.8% 23.7% 23.6%
Since Inception 24.5% 24.4% 25.8% 25.7%

Sharpe Ratio - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.75 0.82 0.73 0.80
5 Years 0.43 0.51 0.37 0.43
10 Years 0.48 0.57 0.41 0.50
Since Inception 0.24 0.33 0.14 0.22

All returns in U.S. Dollars


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