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 09/16/2026
EW PR EW TR MCW PR MCW TR
YTD 13.5% 14.6% 15.3% 16.4%
1 Year 29.0% 30.6% 26.1% 27.7%
3 Years 59.1% 66.3% 53.9% 60.6%
5 Years 85.3% 100.6% 73.3% 87.3%
10 Years 194.6% 249.9% 158.7% 208.3%
Since Inception 210.6% 346.1% 96.0% 188.6%

Annualized Returns - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.6% 18.3% 15.3% 17.0%
5 Years 13.1% 14.9% 11.6% 13.4%
10 Years 11.4% 13.3% 10.0% 11.9%
Since Inception 6.2% 8.3% 3.7% 5.8%

Standard Deviation - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 24.2% 24.1% 24.3% 24.3%
5 Years 25.7% 25.6% 27.3% 27.2%
10 Years 22.8% 22.6% 23.6% 23.5%
Since Inception 24.5% 24.4% 25.9% 25.7%

Sharpe Ratio - through 09/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.69 0.76 0.63 0.70
5 Years 0.51 0.58 0.42 0.49
10 Years 0.50 0.59 0.42 0.51
Since Inception 0.25 0.34 0.14 0.23

All returns in U.S. Dollars


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