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 06/02/2025
Price Return Dividend Return Total Return
YTD -2.5% 2.2% -0.4%
1 Year 4.5% 4.9% 9.7%
3 Years 33.4% 14.3% 52.5%
5 Years 124.8% 23.0% 176.6%
10 Years 159.1% 50.5% 289.9%
Since Inception 240.5% 109.9% 614.5%

Annualized Returns - through 06/02/2025
Price Return Dividend Return Total Return
3 Years 10.1% 4.5% 15.1%
5 Years 17.6% 4.3% 22.6%
10 Years 10.0% 4.2% 14.6%
Since Inception 7.3% 4.3% 11.9%

Standard Deviation - through 06/02/2025
Price Return Total Return
3 Years 17.1% 17.0%
5 Years 16.5% 16.4%
10 Years 16.8% 16.7%
Since Inception 15.4% 15.2%

Sharpe Ratio - through 06/02/2025
Price Return Total Return
3 Years 0.59 0.89
5 Years 1.07 1.38
10 Years 0.60 0.88
Since Inception 0.47 0.78

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