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 10/21/2026
Price Return Dividend Return Total Return
YTD 21.3% 4.6% 26.8%
1 Year 24.8% 5.5% 31.7%
3 Years 66.2% 15.5% 92.0%
5 Years 90.8% 25.0% 138.5%
10 Years 244.4% 52.4% 424.9%
Since Inception 345.1% 125.0% 901.5%

Annualized Returns - through 10/21/2026
Price Return Dividend Return Total Return
3 Years 18.1% 4.9% 23.9%
5 Years 13.8% 4.6% 19.0%
10 Years 13.2% 4.2% 18.0%
Since Inception 8.3% 4.3% 13.0%

Standard Deviation - through 10/21/2026
Price Return Total Return
3 Years 13.3% 13.0%
5 Years 16.0% 15.8%
10 Years 16.9% 16.7%
Since Inception 15.2% 15.0%

Sharpe Ratio - through 10/21/2026
Price Return Total Return
3 Years 1.36 1.83
5 Years 0.86 1.21
10 Years 0.78 1.08
Since Inception 0.54 0.86

All returns in U.S. Dollars


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