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 02/27/2026
EW PR EW TR MCW PR MCW TR
YTD 26.4% 26.4% 25.0% 25.0%
1 Year 67.0% 69.2% 61.2% 63.1%
3 Years 72.9% 81.2% 60.9% 68.2%
5 Years 114.7% 132.5% 108.9% 125.7%
10 Years 294.6% 368.9% 220.7% 282.9%
Since Inception 245.7% 392.1% 112.5% 210.0%

Annualized Returns - through 02/27/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.0% 21.9% 17.2% 18.9%
5 Years 17.2% 19.1% 16.4% 18.2%
10 Years 14.7% 16.7% 12.3% 14.3%
Since Inception 7.1% 9.2% 4.2% 6.4%

Standard Deviation - through 02/27/2026
EW PR EW TR MCW PR MCW TR
3 Years 21.8% 21.7% 21.9% 21.9%
5 Years 23.7% 23.6% 25.0% 24.9%
10 Years 21.6% 21.4% 22.2% 22.1%
Since Inception 24.2% 24.1% 25.5% 25.3%

Sharpe Ratio - through 02/27/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.92 1.01 0.78 0.86
5 Years 0.73 0.81 0.65 0.73
10 Years 0.68 0.78 0.55 0.65
Since Inception 0.29 0.38 0.16 0.25

All returns in U.S. Dollars


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