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 09/16/2025
EW PR EW TR MCW PR MCW TR
YTD 18.2% 19.4% 19.4% 20.6%
1 Year 13.8% 15.6% 12.3% 13.9%
3 Years 46.1% 53.3% 38.4% 45.0%
5 Years 65.3% 79.7% 53.2% 66.3%
10 Years 153.8% 203.5% 122.3% 167.9%
Since Inception 142.1% 243.3% 55.3% 125.8%

Annualized Returns - through 09/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 13.5% 15.3% 11.4% 13.2%
5 Years 10.6% 12.4% 8.9% 10.7%
10 Years 9.8% 11.7% 8.3% 10.4%
Since Inception 5.1% 7.2% 2.5% 4.7%

Standard Deviation - through 09/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.9% 22.8% 23.5% 23.4%
5 Years 22.3% 22.2% 23.7% 23.6%
10 Years 21.5% 21.4% 22.3% 22.2%
Since Inception 24.0% 23.9% 25.4% 25.3%

Sharpe Ratio - through 09/16/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.59 0.67 0.49 0.56
5 Years 0.48 0.56 0.38 0.45
10 Years 0.45 0.55 0.37 0.47
Since Inception 0.21 0.30 0.10 0.19

All returns in U.S. Dollars


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