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 08/05/2026
EW PR EW TR MCW PR MCW TR
YTD 25.3% 25.9% 19.1% 19.6%
1 Year 30.6% 31.5% 25.8% 26.5%
3 Years 88.3% 93.1% 116.3% 121.7%
5 Years 113.4% 124.3% 152.1% 165.4%
10 Years 571.1% 646.5% 706.6% 814.4%
Since Inception 1345.6% 1673.7% 1336.7% 1772.1%

Annualized Returns - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 23.9% 25.0% 29.7% 30.8%
5 Years 16.4% 17.5% 20.3% 21.6%
10 Years 21.0% 22.3% 23.2% 24.8%
Since Inception 15.4% 16.7% 15.3% 17.0%

Standard Deviation - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 21.0% 21.0% 20.8% 20.8%
5 Years 22.2% 22.1% 23.3% 23.2%
10 Years 20.1% 20.1% 20.5% 20.5%
Since Inception 20.5% 20.4% 20.1% 20.0%

Sharpe Ratio - through 08/05/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.14 1.19 1.43 1.48
5 Years 0.74 0.79 0.87 0.93
10 Years 1.04 1.11 1.13 1.21
Since Inception 0.75 0.82 0.76 0.85

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE