MarketGrader US Income 100 Index



Calendar Year Total Returns
INDEX MG US Income 100 (PR) MG US Income 100 (TR)
2025 -0.2% 4.0%
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 11/04/2025
Price Return Dividend Return Total Return
YTD -0.2% 4.2% 4.0%
1 Year -1.0% 5.3% 4.3%
3 Years 44.8% 14.5% 65.8%
5 Years 112.2% 23.6% 162.3%
10 Years 180.0% 50.7% 322.0%
Since Inception 248.7% 114.0% 646.1%

Annualized Returns - through 11/04/2025
Price Return Dividend Return Total Return
3 Years 13.1% 4.6% 18.3%
5 Years 16.2% 4.4% 21.3%
10 Years 10.8% 4.2% 15.5%
Since Inception 7.2% 4.4% 11.9%

Standard Deviation - through 11/04/2025
Price Return Total Return
3 Years 13.6% 13.5%
5 Years 16.5% 16.5%
10 Years 16.5% 16.4%
Since Inception 15.3% 15.1%

Sharpe Ratio - through 11/04/2025
Price Return Total Return
3 Years 0.96 1.35
5 Years 0.98 1.29
10 Years 0.65 0.94
Since Inception 0.47 0.79

All returns in U.S. Dollars


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