MarketGrader US Income 100 Index



Calendar Year Total Returns
INDEX MG US Income 100 (PR) MG US Income 100 (TR)
2025 5.0% 10.1%
2024 14.3% 19.3%
2023 26.0% 31.9%
2022 -1.8% 2.0%
2021 35.7% 40.6%
2020 8.4% 13.9%
2019 20.9% 25.3%
2018 -12.9% -9.4%
2017 17.4% 21.7%
2016 13.1% 17.6%
2015 -9.3% -5.3%
2014 7.4% 11.4%
Cumulative Returns - through 08/26/2026
Price Return Dividend Return Total Return
YTD 24.4% 2.9% 28.0%
1 Year 24.2% 4.5% 29.9%
3 Years 69.6% 14.2% 93.7%
5 Years 100.9% 24.0% 149.0%
10 Years 245.3% 50.8% 420.8%
Since Inception 356.6% 121.5% 911.1%

Annualized Returns - through 08/26/2026
Price Return Dividend Return Total Return
3 Years 19.3% 4.5% 24.7%
5 Years 15.0% 4.4% 20.1%
10 Years 13.2% 4.2% 18.0%
Since Inception 8.5% 4.3% 13.2%

Standard Deviation - through 08/26/2026
Price Return Total Return
3 Years 12.4% 12.3%
5 Years 15.6% 15.5%
10 Years 16.7% 16.5%
Since Inception 15.2% 15.0%

Sharpe Ratio - through 08/26/2026
Price Return Total Return
3 Years 1.56 2.01
5 Years 0.96 1.29
10 Years 0.79 1.09
Since Inception 0.56 0.88

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE