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 01/09/2026
Price Return Dividend Return Total Return
YTD 1.3% 0.0% 1.3%
1 Year 6.0% 4.8% 11.0%
3 Years 48.2% 14.6% 69.8%
5 Years 98.3% 23.1% 144.2%
10 Years 213.7% 50.3% 371.5%
Since Inception 271.7% 115.3% 700.2%

Annualized Returns - through 01/09/2026
Price Return Dividend Return Total Return
3 Years 14.0% 4.6% 19.3%
5 Years 14.7% 4.3% 19.6%
10 Years 12.1% 4.2% 16.8%
Since Inception 7.5% 4.4% 12.2%

Standard Deviation - through 01/09/2026
Price Return Total Return
3 Years 12.5% 12.3%
5 Years 15.7% 15.5%
10 Years 16.5% 16.4%
Since Inception 15.2% 15.0%

Sharpe Ratio - through 01/09/2026
Price Return Total Return
3 Years 1.12 1.57
5 Years 0.94 1.26
10 Years 0.73 1.03
Since Inception 0.49 0.81

All returns in U.S. Dollars


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