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 11/04/2025
EW PR EW TR MCW PR MCW TR
YTD 16.7% 17.3% 21.6% 22.3%
1 Year 23.4% 24.2% 29.8% 30.7%
3 Years 102.0% 107.8% 170.2% 178.3%
5 Years 140.9% 153.5% 197.6% 214.8%
10 Years 508.7% 578.2% 662.2% 771.1%
Since Inception 1067.4% 1324.6% 1117.9% 1480.2%

Annualized Returns - through 11/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 26.4% 27.6% 39.3% 40.7%
5 Years 19.2% 20.4% 24.4% 25.8%
10 Years 19.8% 21.1% 22.5% 24.2%
Since Inception 14.7% 16.0% 15.0% 16.7%

Standard Deviation - through 11/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.0% 18.0% 18.2% 18.2%
5 Years 20.0% 20.0% 21.0% 20.9%
10 Years 18.8% 18.8% 19.2% 19.2%
Since Inception 19.9% 19.9% 19.5% 19.4%

Sharpe Ratio - through 11/04/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.47 1.53 2.16 2.24
5 Years 0.96 1.02 1.16 1.23
10 Years 1.05 1.12 1.17 1.26
Since Inception 0.74 0.80 0.77 0.86

All returns in U.S. Dollars


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