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 03/13/2025
EW PR EW TR MCW PR MCW TR
YTD -2.7% -2.4% -1.8% -1.4%
1 Year -4.5% -2.9% -7.6% -6.2%
3 Years 2.1% 7.6% -6.3% -1.5%
5 Years 96.7% 114.7% 79.2% 95.0%
10 Years 91.1% 129.6% 69.9% 105.9%
Since Inception 99.2% 180.7% 27.8% 84.5%

Annualized Returns - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.1% 1.9% -2.9% -1.2%
5 Years 14.5% 16.5% 12.4% 14.3%
10 Years 6.7% 8.7% 5.4% 7.5%
Since Inception 4.1% 6.2% 1.4% 3.6%

Standard Deviation - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 25.9% 25.8% 27.2% 27.1%
5 Years 24.7% 24.5% 26.0% 25.8%
10 Years 21.6% 21.4% 22.3% 22.2%
Since Inception 24.3% 24.2% 25.7% 25.5%

Sharpe Ratio - through 03/13/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.00 0.07 -0.11 -0.04
5 Years 0.59 0.67 0.48 0.55
10 Years 0.31 0.41 0.24 0.34
Since Inception 0.17 0.26 0.05 0.14

All returns in U.S. Dollars


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