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 05/09/2025
Price Return Dividend Return Total Return
YTD -6.7% 1.8% -5.0%
1 Year -4.9% 5.2% 0.0%
3 Years -1.5% 17.2% 15.4%
5 Years 65.2% 27.8% 111.2%
10 Years 24.5% 64.0% 104.2%
Since Inception 118.8% 129.6% 402.2%

Annualized Returns - through 05/09/2025
Price Return Dividend Return Total Return
3 Years -0.5% 5.4% 4.9%
5 Years 10.1% 5.0% 15.6%
10 Years 2.2% 5.1% 7.4%
Since Inception 4.6% 4.9% 9.7%

Standard Deviation - through 05/09/2025
Price Return Total Return
3 Years 17.1% 16.9%
5 Years 15.9% 15.8%
10 Years 17.8% 17.5%
Since Inception 16.6% 16.4%

Sharpe Ratio - through 05/09/2025
Price Return Total Return
3 Years -0.03 0.29
5 Years 0.63 0.99
10 Years 0.12 0.42
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.

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