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 04/18/2025
EW PR EW TR MCW PR MCW TR
YTD -12.8% -12.6% -15.7% -15.5%
1 Year 6.2% 7.1% 7.8% 8.8%
3 Years 37.5% 42.2% 52.8% 58.3%
5 Years 126.6% 139.3% 172.3% 189.5%
10 Years 357.1% 411.0% 447.1% 530.1%
Since Inception 772.9% 961.6% 743.9% 991.8%

Annualized Returns - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 11.2% 12.4% 15.2% 16.5%
5 Years 17.8% 19.1% 22.2% 23.7%
10 Years 16.4% 17.7% 18.5% 20.2%
Since Inception 13.3% 14.6% 13.1% 14.8%

Standard Deviation - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 22.2% 22.2% 22.9% 22.8%
5 Years 20.6% 20.6% 21.6% 21.6%
10 Years 19.0% 18.9% 19.3% 19.2%
Since Inception 20.1% 20.1% 19.6% 19.5%

Sharpe Ratio - through 04/18/2025
EW PR EW TR MCW PR MCW TR
3 Years 0.50 0.56 0.66 0.72
5 Years 0.86 0.93 1.03 1.10
10 Years 0.86 0.94 0.96 1.05
Since Inception 0.66 0.73 0.67 0.76

All returns in U.S. Dollars


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