MarketGrader Financials Index


*Inception date: November 22, 2002.

Calendar Year Total Returns
Cumulative Returns - through 02/19/2021
Price Return
YTD 13.4%
1 Year 10.7%
3 Years -13.5%
5 Years 28.2%
10 Years 73.4%
Since Inception 128.0%

Annualized Returns - through 02/19/2021
Price Return
3 Years -4.7%
5 Years 5.2%
10 Years 5.4%
Since Inception 4.6%

Standard Deviation - through 02/19/2021
Price Return
3 Years 30.2%
5 Years 25.2%
10 Years 21.2%
Since Inception 20.2%

Sharpe Ratio - through 02/19/2021
Price Return
3 Years -0.16
5 Years 0.21
10 Years 0.25
Since Inception 0.23

All returns in U.S. Dollars

The MarketGrader Financials 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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