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 10/15/2025
EW PR EW TR MCW PR MCW TR
YTD 25.4% 26.8% 25.6% 27.0%
1 Year 13.9% 15.6% 11.3% 12.8%
3 Years 56.1% 63.7% 47.9% 54.8%
5 Years 71.3% 85.8% 60.1% 73.4%
10 Years 165.8% 217.6% 130.3% 176.6%
Since Inception 156.8% 264.5% 63.4% 137.7%

Annualized Returns - through 10/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.0% 18.9% 15.0% 16.7%
5 Years 11.4% 13.2% 9.9% 11.6%
10 Years 10.3% 12.2% 8.7% 10.7%
Since Inception 5.4% 7.5% 2.8% 5.0%

Standard Deviation - through 10/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.9% 21.9% 22.6% 22.5%
5 Years 22.3% 22.2% 23.8% 23.7%
10 Years 21.4% 21.2% 22.2% 22.0%
Since Inception 24.0% 23.9% 25.4% 25.2%

Sharpe Ratio - through 10/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.78 0.86 0.66 0.74
5 Years 0.51 0.59 0.42 0.49
10 Years 0.48 0.57 0.39 0.49
Since Inception 0.23 0.31 0.11 0.20

All returns in U.S. Dollars


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