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 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%
2013 38.5% 40.2% 30.6% 33.0%
Cumulative Returns - through 09/12/2025
EW PR EW TR MCW PR MCW TR
YTD 12.6% 13.1% 16.9% 17.4%
1 Year 23.9% 24.7% 29.9% 30.7%
3 Years 82.9% 88.6% 127.3% 134.7%
5 Years 153.5% 167.0% 199.4% 217.3%
10 Years 536.8% 610.2% 703.9% 820.6%
Since Inception 1026.8% 1274.0% 1069.8% 1416.5%

Annualized Returns - through 09/12/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.3% 23.5% 31.5% 32.9%
5 Years 20.9% 22.2% 25.1% 26.6%
10 Years 20.3% 21.6% 23.1% 24.8%
Since Inception 14.6% 15.9% 14.9% 16.6%

Standard Deviation - through 09/12/2025
EW PR EW TR MCW PR MCW TR
3 Years 19.4% 19.3% 19.4% 19.3%
5 Years 20.0% 20.0% 21.0% 20.9%
10 Years 18.8% 18.8% 19.3% 19.2%
Since Inception 20.0% 19.9% 19.5% 19.5%

Sharpe Ratio - through 09/12/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.15 1.22 1.63 1.70
5 Years 1.05 1.11 1.20 1.27
10 Years 1.08 1.15 1.20 1.29
Since Inception 0.73 0.80 0.76 0.85

All returns in U.S. Dollars


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