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 10/14/2025
EW PR EW TR MCW PR MCW TR
YTD 14.6% 15.2% 19.6% 20.2%
1 Year 20.1% 20.9% 27.4% 28.2%
3 Years 114.5% 120.7% 174.5% 182.9%
5 Years 137.4% 149.8% 187.3% 204.1%
10 Years 524.1% 595.6% 686.0% 798.9%
Since Inception 1046.5% 1298.9% 1097.0% 1452.8%

Annualized Returns - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 29.0% 30.2% 40.0% 41.4%
5 Years 18.9% 20.1% 23.5% 24.9%
10 Years 20.1% 21.4% 22.9% 24.6%
Since Inception 14.7% 15.9% 14.9% 16.6%

Standard Deviation - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 18.2% 18.2% 18.0% 18.0%
5 Years 20.0% 19.9% 20.9% 20.9%
10 Years 18.9% 18.8% 19.3% 19.2%
Since Inception 20.0% 19.9% 19.5% 19.5%

Sharpe Ratio - through 10/14/2025
EW PR EW TR MCW PR MCW TR
3 Years 1.59 1.66 2.23 2.31
5 Years 0.95 1.01 1.12 1.19
10 Years 1.07 1.14 1.19 1.28
Since Inception 0.74 0.80 0.76 0.85

All returns in U.S. Dollars


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