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 08/05/2026
Price Return Dividend Return Total Return
YTD 21.6% 2.5% 24.7%
1 Year 24.9% 4.4% 30.4%
3 Years 63.2% 14.2% 86.4%
5 Years 99.2% 23.6% 146.2%
10 Years 234.7% 50.7% 404.4%
Since Inception 346.3% 120.6% 884.6%

Annualized Returns - through 08/05/2026
Price Return Dividend Return Total Return
3 Years 18.1% 4.5% 23.4%
5 Years 14.8% 4.3% 19.7%
10 Years 12.8% 4.3% 17.6%
Since Inception 8.3% 4.3% 13.0%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 12.3% 12.2%
5 Years 15.6% 15.5%
10 Years 16.6% 16.5%
Since Inception 15.2% 15.0%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 1.47 1.92
5 Years 0.95 1.27
10 Years 0.77 1.07
Since Inception 0.55 0.87

All returns in U.S. Dollars


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