MarketGrader US Technology Index

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


Calendar Year Total Returns
INDEX MG US Technology (PR) - EW MG US Technology (TR) - EW MG US Technology (PR) - MCW MG US Technology (TR) - MCW
2025 15.3% 16.1% 20.4% 21.2%
2024 21.6% 22.7% 37.4% 38.8%
2023 36.5% 38.1% 52.3% 54.3%
2022 -18.9% -17.8% -28.2% -27.1%
2021 32.6% 33.8% 44.2% 46.0%
2020 26.4% 28.3% 37.4% 39.9%
2019 54.7% 56.6% 47.5% 49.8%
2018 -9.6% -8.8% -10.9% -9.7%
2017 34.4% 35.3% 35.0% 36.7%
2016 25.3% 27.0% 21.1% 23.2%
2015 7.2% 8.4% 4.8% 6.7%
2014 14.3% 16.1% 20.1% 22.7%
Cumulative Returns - through 08/06/2026
EW PR EW TR MCW PR MCW TR
YTD 24.6% 25.1% 17.8% 18.2%
1 Year 30.6% 31.5% 25.1% 25.8%
3 Years 87.2% 92.0% 113.8% 119.1%
5 Years 111.7% 122.5% 149.9% 163.0%
10 Years 566.7% 641.6% 699.0% 805.8%
Since Inception 1337.3% 1663.6% 1320.2% 1750.7%

Annualized Returns - through 08/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 23.7% 24.7% 29.2% 30.3%
5 Years 16.2% 17.3% 20.1% 21.3%
10 Years 20.9% 22.2% 23.1% 24.6%
Since Inception 15.3% 16.6% 15.3% 16.9%

Standard Deviation - through 08/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.9% 21.0% 20.8% 20.7%
5 Years 22.1% 22.1% 23.2% 23.2%
10 Years 20.1% 20.1% 20.5% 20.4%
Since Inception 20.5% 20.4% 20.0% 20.0%

Sharpe Ratio - through 08/06/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.13 1.18 1.41 1.46
5 Years 0.73 0.78 0.87 0.92
10 Years 1.04 1.11 1.13 1.20
Since Inception 0.75 0.81 0.76 0.85

All returns in U.S. Dollars


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