MarketGrader Consumer Discretionary Index


*Inception date: November 22, 2002.

Calendar Year Total Returns
Cumulative Returns - through 10/20/2020
Price Return
YTD 6.1%
1 Year 11.0%
3 Years 34.3%
5 Years 48.7%
10 Years 139.9%
Since Inception 375.9%

Annualized Returns - through 10/20/2020
Price Return
3 Years 10.3%
5 Years 8.5%
10 Years 9.2%
Since Inception 9.1%

Standard Deviation - through 10/20/2020
Price Return
3 Years 28.4%
5 Years 23.6%
10 Years 20.3%
Since Inception 21.7%

Sharpe Ratio - through 10/20/2020
Price Return
3 Years 0.36
5 Years 0.36
10 Years 0.45
Since Inception 0.42

All returns in U.S. Dollars

The MarketGrader Consumer Discretionary Index index was first published on November 22, 2002. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Backtested performance information is purely hypothetical and is solely for informational purposes. Backtested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

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