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 04/16/2026
EW PR EW TR MCW PR MCW TR
YTD 18.6% 19.1% 19.3% 19.8%
1 Year 59.4% 61.5% 55.5% 57.6%
3 Years 65.7% 73.5% 58.4% 65.5%
5 Years 83.6% 99.2% 79.6% 94.4%
10 Years 224.8% 286.7% 174.0% 227.7%
Since Inception 224.4% 363.5% 102.9% 197.1%

Annualized Returns - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 18.6% 20.5% 16.8% 18.5%
5 Years 12.9% 14.8% 12.4% 14.2%
10 Years 12.6% 14.6% 10.7% 12.7%
Since Inception 6.6% 8.7% 3.9% 6.1%

Standard Deviation - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 22.6% 22.5% 22.6% 22.6%
5 Years 24.1% 24.0% 25.4% 25.2%
10 Years 21.8% 21.6% 22.4% 22.3%
Since Inception 24.2% 24.1% 25.5% 25.4%

Sharpe Ratio - through 04/16/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.82 0.91 0.74 0.82
5 Years 0.53 0.62 0.49 0.56
10 Years 0.58 0.68 0.48 0.57
Since Inception 0.27 0.36 0.15 0.24

All returns in U.S. Dollars


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