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
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%
2013 7.1% 9.7% 4.4% 7.5%
Cumulative Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
YTD 4.5% 5.0% 4.3% 4.8%
1 Year -2.5% -1.0% -6.5% -5.1%
3 Years 14.2% 20.3% 6.7% 12.2%
5 Years 81.3% 97.0% 65.7% 79.7%
10 Years 97.5% 137.0% 71.2% 107.2%
Since Inception 114.0% 201.9% 35.6% 96.1%

Annualized Returns - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 4.5% 6.4% 2.2% 3.9%
5 Years 12.0% 13.8% 10.1% 11.9%
10 Years 7.0% 9.0% 5.5% 7.5%
Since Inception 4.5% 6.6% 1.8% 3.9%

Standard Deviation - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 25.5% 25.4% 26.3% 26.2%
5 Years 22.4% 22.3% 23.8% 23.7%
10 Years 21.5% 21.4% 22.3% 22.1%
Since Inception 24.2% 24.1% 25.5% 25.4%

Sharpe Ratio - through 05/09/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.18 0.25 0.08 0.15
5 Years 0.54 0.62 0.42 0.50
10 Years 0.33 0.42 0.25 0.34
Since Inception 0.19 0.27 0.07 0.15

All returns in U.S. Dollars


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