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 06/18/2026
EW PR EW TR MCW PR MCW TR
YTD 29.9% 30.3% 19.1% 19.5%
1 Year 42.4% 43.4% 35.4% 36.2%
3 Years 100.4% 105.6% 118.8% 124.6%
5 Years 136.5% 148.5% 176.7% 191.7%
10 Years 629.7% 711.4% 760.7% 876.4%
Since Inception 1398.4% 1737.0% 1336.7% 1771.2%

Annualized Returns - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 26.1% 27.2% 29.8% 31.0%
5 Years 18.8% 20.0% 22.6% 23.9%
10 Years 22.1% 23.4% 24.1% 25.7%
Since Inception 15.8% 17.0% 15.5% 17.2%

Standard Deviation - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.5% 20.5% 20.3% 20.3%
5 Years 21.7% 21.7% 23.0% 23.0%
10 Years 19.9% 19.9% 20.4% 20.3%
Since Inception 20.4% 20.4% 20.0% 20.0%

Sharpe Ratio - through 06/18/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.27 1.32 1.47 1.53
5 Years 0.87 0.92 0.98 1.04
10 Years 1.11 1.18 1.18 1.26
Since Inception 0.77 0.83 0.77 0.86

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