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 06/25/2025
EW PR EW TR MCW PR MCW TR
YTD 7.0% 7.4% 8.2% 8.6%
1 Year 19.7% 20.6% 21.1% 22.0%
3 Years 81.0% 86.9% 119.2% 126.7%
5 Years 152.2% 166.0% 206.5% 225.4%
10 Years 452.9% 517.8% 585.5% 687.8%
Since Inception 970.9% 1204.3% 983.2% 1302.8%

Annualized Returns - through 06/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.0% 23.3% 29.7% 31.2%
5 Years 20.3% 21.6% 25.1% 26.6%
10 Years 18.6% 20.0% 21.2% 22.9%
Since Inception 14.5% 15.8% 14.6% 16.3%

Standard Deviation - through 06/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 21.7% 21.6% 22.1% 22.0%
5 Years 19.9% 19.9% 21.1% 21.1%
10 Years 19.0% 19.0% 19.4% 19.4%
Since Inception 20.1% 20.0% 19.6% 19.6%

Sharpe Ratio - through 06/25/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.02 1.08 1.35 1.42
5 Years 1.02 1.09 1.19 1.26
10 Years 0.98 1.05 1.09 1.18
Since Inception 0.72 0.79 0.74 0.83

All returns in U.S. Dollars


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