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 10/20/2026
EW PR EW TR MCW PR MCW TR
YTD 25.3% 26.1% 17.8% 18.3%
1 Year 23.5% 24.4% 16.2% 16.9%
3 Years 102.7% 107.6% 122.4% 127.4%
5 Years 111.3% 121.9% 142.9% 155.5%
10 Years 552.7% 622.6% 670.6% 771.0%
Since Inception 1345.7% 1676.6% 1320.0% 1752.9%

Annualized Returns - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 26.6% 27.6% 30.5% 31.5%
5 Years 16.1% 17.3% 19.4% 20.6%
10 Years 20.6% 21.9% 22.7% 24.2%
Since Inception 15.2% 16.5% 15.1% 16.8%

Standard Deviation - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 20.7% 20.7% 20.5% 20.5%
5 Years 22.1% 22.0% 23.2% 23.1%
10 Years 20.2% 20.1% 20.6% 20.5%
Since Inception 20.4% 20.4% 20.0% 19.9%

Sharpe Ratio - through 10/20/2026
EW PR EW TR MCW PR MCW TR
3 Years 1.29 1.34 1.48 1.53
5 Years 0.73 0.78 0.84 0.89
10 Years 1.02 1.09 1.10 1.18
Since Inception 0.74 0.81 0.75 0.84

All returns in U.S. Dollars


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