MarketGrader Ratings Overview
MarketGrader Energy Index
Annual Returns (price-only)
Cumulative and Annualized Returns (price-only) - through 08/05/2020
| Cumulative | Annualized | |||||||
|---|---|---|---|---|---|---|---|---|
| YTD | 3 Mo. | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | 3 Yr. | 5 Yr. | 10 Yr. |
| -38.02% | 21.54% | -37.15% | -61.46% | -67.36% | -72.49% | -27.5% | -20.1% | -12.1% |
Annualized Returns, Standard Deviation & Sharpe Ratio - through 12/31/2019
| 3-Year | 5-Year | 10-Year | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Anlzd Return | Anlzd StdDev | Sharpe Ratio | Anlzd Return | Anlzd StdDev | Sharpe Ratio | Anlzd Return | Anlzd StdDev | Sharpe Ratio | |
| -17.86% | 11.38% | -1.55% | -17.8% | 21.56% | -0.73% | -7.42% | 23.99% | -0.2% | |
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.