MarketGrader US Materials Index

EW = Equally Weighted MCW = Market Cap Weighted PR = Price Return TR = Total Return


Calendar Year Total Returns
INDEX (PR) - EW (TR) - EW (PR) - MCW (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 03/20/2026
EW PR EW TR MCW PR MCW TR
YTD 1.4% 1.7% 0.8% 1.1%
1 Year 34.1% 35.9% 28.7% 30.5%
3 Years 49.0% 56.1% 40.3% 46.7%
5 Years 67.6% 82.0% 62.0% 75.5%
10 Years 190.8% 246.4% 140.0% 187.5%
Since Inception 177.2% 296.0% 71.3% 150.7%

Annualized Returns - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 14.2% 16.0% 11.9% 13.6%
5 Years 10.9% 12.7% 10.1% 11.9%
10 Years 11.2% 13.2% 9.1% 11.1%
Since Inception 5.7% 7.8% 3.0% 5.2%

Standard Deviation - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 24.6% 24.5% 24.6% 24.5%
5 Years 25.3% 25.2% 26.5% 26.4%
10 Years 22.5% 22.4% 23.1% 23.0%
Since Inception 24.6% 24.5% 25.8% 25.7%

Sharpe Ratio - through 03/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.58 0.65 0.48 0.55
5 Years 0.43 0.50 0.38 0.45
10 Years 0.50 0.59 0.39 0.48
Since Inception 0.23 0.32 0.12 0.20

All returns in U.S. Dollars


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