MarketGrader US Income 100 Index



Calendar Year Total Returns
INDEX MG US Income 100 (PR) MG US Income 100 (TR)
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%
2013 21.8% 26.4%
Cumulative Returns - through 07/10/2025
Price Return Dividend Return Total Return
YTD 3.7% 2.5% 6.2%
1 Year 8.8% 4.7% 13.9%
3 Years 56.6% 14.2% 78.9%
5 Years 146.8% 22.9% 203.3%
10 Years 183.3% 50.3% 325.9%
Since Inception 262.2% 110.5% 662.5%

Annualized Returns - through 07/10/2025
Price Return Dividend Return Total Return
3 Years 15.9% 4.6% 21.2%
5 Years 19.8% 4.2% 24.8%
10 Years 11.0% 4.1% 15.6%
Since Inception 7.6% 4.3% 12.2%

Standard Deviation - through 07/10/2025
Price Return Total Return
3 Years 16.0% 15.8%
5 Years 16.5% 16.4%
10 Years 16.8% 16.6%
Since Inception 15.4% 15.2%

Sharpe Ratio - through 07/10/2025
Price Return Total Return
3 Years 0.99 1.34
5 Years 1.20 1.51
10 Years 0.66 0.94
Since Inception 0.49 0.80

All returns in U.S. Dollars


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