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
2024 25.8% 27.0% 42.4% 43.7%
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%
2013 38.5% 40.2% 30.6% 33.0%
Cumulative Returns - through 12/26/2024
EW PR EW TR MCW PR MCW TR
YTD 25.8% 27.0% 42.4% 43.7%
1 Year 25.0% 26.1% 41.8% 43.2%
3 Years 37.9% 42.8% 53.4% 59.2%
5 Years 132.4% 146.7% 207.5% 229.1%
10 Years 477.6% 546.8% 581.7% 687.2%
Since Inception 934.8% 1156.0% 937.0% 1238.4%

Annualized Returns - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 12.0% 13.3% 16.2% 17.6%
5 Years 18.4% 19.8% 25.2% 26.9%
10 Years 19.2% 20.5% 21.2% 22.9%
Since Inception 14.7% 16.1% 14.7% 16.5%

Standard Deviation - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 21.8% 21.7% 22.8% 22.7%
5 Years 21.1% 21.0% 21.7% 21.7%
10 Years 18.7% 18.7% 19.1% 19.1%
Since Inception 20.1% 20.0% 19.5% 19.5%

Sharpe Ratio - through 12/26/2024
EW PR EW TR MCW PR MCW TR
3 Years 0.55 0.61 0.71 0.77
5 Years 0.87 0.94 1.16 1.24
10 Years 1.03 1.10 1.11 1.20
Since Inception 0.73 0.80 0.75 0.85

All returns in U.S. Dollars


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