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 06/02/2025
EW PR EW TR MCW PR MCW TR
YTD 7.0% 7.7% 7.3% 7.9%
1 Year 0.4% 2.0% -2.2% -0.8%
3 Years 11.1% 16.8% 2.8% 8.0%
5 Years 72.2% 87.1% 60.0% 73.6%
10 Years 104.0% 144.7% 76.1% 113.1%
Since Inception 119.1% 209.4% 39.5% 102.0%

Annualized Returns - through 06/02/2025
EW PR EW TR MCW PR MCW TR
3 Years 3.6% 5.3% 0.9% 2.6%
5 Years 11.5% 13.4% 9.9% 11.7%
10 Years 7.4% 9.4% 5.8% 7.9%
Since Inception 4.6% 6.7% 1.9% 4.1%

Standard Deviation - through 06/02/2025
EW PR EW TR MCW PR MCW TR
3 Years 25.5% 25.4% 26.4% 26.3%
5 Years 22.3% 22.2% 23.7% 23.6%
10 Years 21.5% 21.4% 22.3% 22.1%
Since Inception 24.1% 24.0% 25.5% 25.3%

Sharpe Ratio - through 06/02/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.14 0.21 0.03 0.10
5 Years 0.52 0.60 0.42 0.50
10 Years 0.34 0.44 0.26 0.36
Since Inception 0.19 0.28 0.07 0.16

All returns in U.S. Dollars


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