MarketGrader US All Cap Income 100 Index
*Inception date: December 31, 2007.
Calendar Year Total Returns
| INDEX |
MG US All Cap Income 100 (PR) |
MG US All Cap Income 100 (TR) |
| 2024 |
4.6% |
10.2% |
| 2023 |
3.9% |
9.7% |
| 2022 |
-3.4% |
1.5% |
| 2021 |
27.2% |
32.4% |
| 2020 |
-3.5% |
3.5% |
| 2019 |
12.2% |
17.9% |
| 2018 |
-13.5% |
-9.5% |
| 2017 |
4.9% |
9.2% |
| 2016 |
16.7% |
21.9% |
| 2015 |
-11.8% |
-7.4% |
| 2014 |
4.0% |
8.8% |
| 2013 |
24.7% |
30.2% |
Cumulative Returns - through 06/02/2025
|
Price Return |
Dividend Return |
Total Return |
| YTD |
-6.0% |
2.1% |
-4.0% |
| 1 Year |
-2.0% |
5.2% |
3.1% |
| 3 Years |
-3.2% |
17.1% |
13.3% |
| 5 Years |
52.4% |
27.8% |
94.7% |
| 10 Years |
26.1% |
63.9% |
106.6% |
| Since Inception |
120.5% |
130.2% |
407.6% |
Annualized Returns - through 06/02/2025
|
Price Return |
Dividend Return |
Total Return |
| 3 Years |
-1.1% |
5.5% |
4.3% |
| 5 Years |
8.8% |
5.1% |
14.3% |
| 10 Years |
2.3% |
5.1% |
7.5% |
| Since Inception |
4.6% |
4.9% |
9.7% |
Standard Deviation - through 06/02/2025
|
Price Return |
Total Return |
| 3 Years |
17.1% |
17.0% |
| 5 Years |
15.9% |
15.8% |
| 10 Years |
17.8% |
17.5% |
| Since Inception |
16.6% |
16.4% |
Sharpe Ratio - through 06/02/2025
|
Price Return |
Total Return |
| 3 Years |
-0.06 |
0.25 |
| 5 Years |
0.55 |
0.90 |
| 10 Years |
0.13 |
0.43 |
| Since Inception |
0.28 |
0.59 |
All returns in U.S. Dollars
The US All Cap Income 100 Index index was first published on October 1, 2014.
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.
