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 01/07/2026
EW PR EW TR MCW PR MCW TR
YTD 2.7% 2.7% 1.4% 1.5%
1 Year 16.9% 17.7% 21.2% 22.0%
3 Years 87.1% 92.3% 150.0% 157.1%
5 Years 103.6% 114.1% 168.6% 183.8%
10 Years 578.0% 654.8% 715.3% 829.5%
Since Inception 1084.2% 1347.1% 1123.1% 1488.5%

Annualized Returns - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 24.1% 25.2% 35.7% 37.0%
5 Years 16.0% 17.2% 21.8% 23.2%
10 Years 20.8% 22.1% 23.3% 25.0%
Since Inception 14.7% 16.0% 14.9% 16.5%

Standard Deviation - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 17.0% 17.1% 16.7% 16.7%
5 Years 19.1% 19.0% 20.3% 20.3%
10 Years 18.8% 18.7% 19.2% 19.1%
Since Inception 19.9% 19.8% 19.4% 19.4%

Sharpe Ratio - through 01/07/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.41 1.48 2.13 2.21
5 Years 0.84 0.90 1.07 1.14
10 Years 1.11 1.18 1.21 1.31
Since Inception 0.74 0.81 0.77 0.85

All returns in U.S. Dollars


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