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%
Cumulative Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
YTD 22.1% 23.6% 20.6% 22.0%
1 Year 6.2% 7.7% 4.8% 6.2%
3 Years 31.4% 37.7% 23.0% 28.7%
5 Years 67.1% 81.2% 57.2% 70.1%
10 Years 155.6% 205.0% 115.0% 158.0%
Since Inception 150.1% 255.2% 56.9% 128.4%

Annualized Returns - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 9.5% 11.3% 7.1% 8.8%
5 Years 10.8% 12.6% 9.5% 11.2%
10 Years 9.8% 11.8% 8.0% 9.9%
Since Inception 5.2% 7.3% 2.5% 4.7%

Standard Deviation - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.1% 21.1% 22.0% 22.0%
5 Years 22.3% 22.3% 23.9% 23.8%
10 Years 21.1% 21.0% 21.9% 21.8%
Since Inception 23.9% 23.8% 25.3% 25.2%

Sharpe Ratio - through 11/24/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.45 0.54 0.32 0.40
5 Years 0.48 0.57 0.40 0.47
10 Years 0.46 0.56 0.36 0.45
Since Inception 0.22 0.31 0.10 0.19

All returns in U.S. Dollars


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