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
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%
2012 5.6% 7.6% 3.8% 6.0%
Cumulative Returns - through 05/21/2024
EW PR EW TR MCW PR MCW TR
YTD 8.9% 9.3% 17.7% 18.2%
1 Year 28.4% 29.8% 41.5% 43.3%
3 Years 42.8% 47.9% 70.9% 77.7%
5 Years 154.1% 170.6% 206.8% 230.0%
10 Years 474.0% 546.5% 559.2% 667.2%
Since Inception 796.0% 981.8% 757.6% 1001.0%

Annualized Returns - through 05/21/2024
EW PR EW TR MCW PR MCW TR
3 Years 12.6% 13.9% 19.6% 21.1%
5 Years 20.5% 22.0% 25.1% 27.0%
10 Years 19.1% 20.5% 20.8% 22.6%
Since Inception 14.3% 15.6% 14.0% 15.7%

Standard Deviation - through 05/21/2024
EW PR EW TR MCW PR MCW TR
3 Years 21.6% 21.6% 23.5% 23.5%
5 Years 21.9% 21.8% 22.7% 22.6%
10 Years 18.8% 18.7% 19.1% 19.0%
Since Inception 20.3% 20.3% 19.8% 19.7%

Sharpe Ratio - through 05/21/2024
EW PR EW TR MCW PR MCW TR
3 Years 0.58 0.64 0.83 0.90
5 Years 0.94 1.01 1.11 1.20
10 Years 1.02 1.10 1.09 1.19
Since Inception 0.70 0.77 0.71 0.80

All returns in U.S. Dollars


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