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 06/18/2026
EW PR EW TR MCW PR MCW TR
YTD 10.1% 10.8% 9.1% 9.9%
1 Year 37.8% 39.5% 33.3% 35.0%
3 Years 56.0% 63.3% 47.7% 54.4%
5 Years 81.1% 96.4% 70.4% 84.4%
10 Years 195.2% 251.0% 149.2% 197.8%
Since Inception 201.3% 331.5% 85.5% 172.4%

Annualized Returns - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.0% 17.8% 13.9% 15.6%
5 Years 12.6% 14.5% 11.2% 13.0%
10 Years 11.6% 13.5% 9.7% 11.6%
Since Inception 6.1% 8.2% 3.4% 5.6%

Standard Deviation - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 22.1% 22.1% 21.7% 21.7%
5 Years 24.1% 24.0% 25.2% 25.1%
10 Years 21.8% 21.7% 22.4% 22.3%
Since Inception 24.1% 24.0% 25.4% 25.3%

Sharpe Ratio - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 0.72 0.81 0.64 0.72
5 Years 0.52 0.60 0.44 0.52
10 Years 0.53 0.62 0.43 0.52
Since Inception 0.25 0.34 0.13 0.22

All returns in U.S. Dollars


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