MarketGrader Energy Index


*Inception date: November 22, 2002.

Calendar Year Total Returns
Cumulative Returns - through 06/29/2022
Price Return
YTD 31.7%
1 Year 43.3%
3 Years 29.7%
5 Years -5.9%
10 Years -37.2%
Since Inception 126.0%

Annualized Returns - through 06/29/2022
Price Return
3 Years 6.2%
5 Years -3.1%
10 Years -4.6%
Since Inception 4.3%

Standard Deviation - through 05/20/2022
Price Return
3 Years 51.5%
5 Years 42.5%
10 Years 34.5%
Since Inception 32.3%

Sharpe Ratio - through 05/20/2022
Price Return
3 Years 0.12
5 Years -0.07
10 Years -0.13
Since Inception 0.13

All returns in U.S. Dollars

The MarketGrader Energy 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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