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 07/10/2026
EW PR EW TR MCW PR MCW TR
YTD 26.6% 27.1% 17.9% 18.1%
1 Year 34.7% 35.7% 29.5% 30.0%
3 Years 92.8% 97.8% 118.0% 123.2%
5 Years 121.5% 132.7% 156.7% 170.0%
10 Years 608.1% 687.6% 739.2% 849.8%
Since Inception 1360.5% 1691.5% 1322.1% 1749.8%

Annualized Returns - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 24.5% 25.5% 29.7% 30.7%
5 Years 17.3% 18.5% 20.8% 22.1%
10 Years 21.7% 23.0% 23.8% 25.3%
Since Inception 15.5% 16.8% 15.4% 17.0%

Standard Deviation - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.3% 20.3% 20.4% 20.4%
5 Years 21.8% 21.8% 23.1% 23.0%
10 Years 19.9% 19.9% 20.4% 20.4%
Since Inception 20.4% 20.4% 20.0% 20.0%

Sharpe Ratio - through 07/10/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.20 1.25 1.46 1.51
5 Years 0.79 0.85 0.90 0.96
10 Years 1.09 1.16 1.17 1.24
Since Inception 0.76 0.83 0.77 0.85

All returns in U.S. Dollars


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