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 02/26/2026
EW PR EW TR MCW PR MCW TR
YTD -1.3% -1.2% -4.8% -4.7%
1 Year 14.6% 15.4% 18.6% 19.3%
3 Years 69.5% 74.2% 111.9% 118.0%
5 Years 92.2% 102.2% 146.0% 159.8%
10 Years 517.3% 586.9% 653.0% 757.6%
Since Inception 1038.9% 1293.0% 1047.8% 1392.0%

Annualized Returns - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 19.4% 20.5% 28.7% 29.9%
5 Years 14.0% 15.1% 19.7% 21.0%
10 Years 20.0% 21.3% 22.4% 24.0%
Since Inception 14.3% 15.6% 14.4% 16.0%

Standard Deviation - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 16.4% 16.4% 16.5% 16.5%
5 Years 19.1% 19.1% 20.7% 20.7%
10 Years 18.7% 18.6% 19.2% 19.1%
Since Inception 19.8% 19.8% 19.4% 19.4%

Sharpe Ratio - through 02/26/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.18 1.25 1.74 1.81
5 Years 0.73 0.79 0.95 1.02
10 Years 1.07 1.14 1.17 1.25
Since Inception 0.72 0.79 0.74 0.83

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