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 05/28/2026
EW PR EW TR MCW PR MCW TR
YTD 13.5% 14.0% 12.0% 12.6%
1 Year 43.6% 45.5% 38.7% 40.5%
3 Years 70.2% 78.0% 64.2% 71.5%
5 Years 70.5% 84.9% 61.6% 74.9%
10 Years 207.3% 265.4% 157.4% 207.5%
Since Inception 210.4% 343.9% 90.4% 179.1%

Annualized Returns - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 19.4% 21.2% 18.0% 19.7%
5 Years 11.3% 13.1% 10.1% 11.8%
10 Years 11.9% 13.8% 9.9% 11.9%
Since Inception 6.3% 8.4% 3.6% 5.7%

Standard Deviation - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 22.4% 22.3% 22.2% 22.2%
5 Years 24.0% 23.9% 25.2% 25.1%
10 Years 21.7% 21.6% 22.4% 22.2%
Since Inception 24.2% 24.1% 25.4% 25.3%

Sharpe Ratio - through 05/28/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.87 0.95 0.81 0.89
5 Years 0.47 0.55 0.40 0.47
10 Years 0.55 0.64 0.44 0.54
Since Inception 0.26 0.35 0.14 0.23

All returns in U.S. Dollars


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