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 01/29/2026
EW PR EW TR MCW PR MCW TR
YTD 17.0% 17.0% 17.1% 17.0%
1 Year 47.5% 49.4% 44.8% 46.6%
3 Years 58.4% 66.0% 48.3% 55.0%
5 Years 112.9% 130.7% 103.1% 119.5%
10 Years 279.9% 351.9% 218.3% 280.3%
Since Inception 220.1% 355.4% 99.0% 190.2%

Annualized Returns - through 01/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.2% 18.0% 13.6% 15.3%
5 Years 16.3% 18.2% 15.2% 17.0%
10 Years 14.3% 16.3% 12.3% 14.3%
Since Inception 6.6% 8.7% 3.9% 6.1%

Standard Deviation - through 01/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 22.4% 22.4% 23.1% 23.1%
5 Years 23.6% 23.5% 25.1% 25.0%
10 Years 21.6% 21.5% 22.4% 22.2%
Since Inception 24.2% 24.1% 25.5% 25.4%

Sharpe Ratio - through 01/29/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.72 0.80 0.59 0.66
5 Years 0.69 0.77 0.61 0.68
10 Years 0.66 0.76 0.55 0.64
Since Inception 0.27 0.36 0.15 0.24

All returns in U.S. Dollars


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