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 14.6% 15.3% 18.6% 19.3%
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 12/15/2025
EW PR EW TR MCW PR MCW TR
YTD 14.6% 15.3% 18.6% 19.3%
1 Year 9.0% 9.8% 13.6% 14.3%
3 Years 87.1% 92.3% 140.3% 147.4%
5 Years 107.9% 118.7% 162.3% 177.4%
10 Years 506.9% 575.9% 655.6% 762.3%
Since Inception 1046.5% 1300.7% 1087.4% 1441.7%

Annualized Returns - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 23.2% 24.4% 33.9% 35.2%
5 Years 15.8% 16.9% 21.3% 22.6%
10 Years 19.8% 21.1% 22.4% 24.0%
Since Inception 14.5% 15.8% 14.7% 16.4%

Standard Deviation - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 17.6% 17.6% 17.8% 17.8%
5 Years 19.2% 19.2% 20.4% 20.4%
10 Years 18.8% 18.8% 19.3% 19.2%
Since Inception 19.9% 19.9% 19.5% 19.4%

Sharpe Ratio - through 12/15/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.32 1.38 1.91 1.98
5 Years 0.82 0.88 1.04 1.11
10 Years 1.05 1.12 1.16 1.25
Since Inception 0.73 0.80 0.75 0.84

All returns in U.S. Dollars


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