MarketGrader US Income 50 Index

Calendar Year Total Returns

INDEX	MG US Income 50 (PR)	MG US Income 50 (TR)
2024	7.6%	13.3%
2023	22.1%	28.8%
2022	0.5%	5.6%
2021	33.1%	38.5%
2020	-0.2%	5.2%
2019	18.4%	23.2%
2018	-10.2%	-5.7%
2017	16.9%	21.9%
2016	8.6%	13.7%
2015	-17.9%	-13.6%
2014	0.9%	5.3%
2013	22.7%	27.9%

Cumulative Returns - through 10/14/2025

	Price Return	Dividend Return	Total Return
YTD	3.8%	3.7%	7.6%
1 Year	-1.0%	5.2%	4.2%
3 Years	47.9%	16.3%	72.1%
5 Years	98.8%	27.4%	153.3%
10 Years	142.7%	60.1%	288.6%
Since Inception	151.9%	136.6%	496.2%

Annualized Returns - through 10/14/2025

	Price Return	Dividend Return	Total Return
3 Years	13.9%	5.2%	19.8%
5 Years	14.7%	5.0%	20.4%
10 Years	9.3%	4.8%	14.5%
Since Inception	5.3%	4.9%	10.5%

Standard Deviation - through 10/14/2025

	Price Return	Total Return
3 Years	14.7%	14.6%
5 Years	16.5%	16.3%
10 Years	17.6%	17.4%
Since Inception	16.2%	16.0%

Sharpe Ratio - through 10/14/2025

	Price Return	Total Return
3 Years	0.95	1.36
5 Years	0.89	1.25
10 Years	0.53	0.84
Since Inception	0.33	0.66

All returns in U.S. Dollars

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