MarketGrader US Income 50 Index

Calendar Year Total Returns

INDEX	MG US Income 50 (PR)	MG US Income 50 (TR)
2025	6.0%	11.0%
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%

Cumulative Returns - through 01/30/2026

	Price Return	Dividend Return	Total Return
YTD	4.9%	0.3%	5.2%
1 Year	6.0%	4.8%	11.2%
3 Years	37.1%	16.6%	59.8%
5 Years	90.1%	27.3%	142.0%
10 Years	181.3%	59.5%	348.6%
Since Inception	169.9%	139.6%	546.7%

Annualized Returns - through 01/30/2026

	Price Return	Dividend Return	Total Return
3 Years	11.1%	5.2%	16.9%
5 Years	14.0%	4.9%	19.6%
10 Years	10.9%	4.8%	16.2%
Since Inception	5.6%	5.0%	10.9%

Standard Deviation - through 01/30/2026

	Price Return	Total Return
3 Years	12.0%	11.9%
5 Years	15.9%	15.7%
10 Years	17.3%	17.1%
Since Inception	16.1%	15.9%

Sharpe Ratio - through 01/30/2026

	Price Return	Total Return
3 Years	0.92	1.42
5 Years	0.88	1.25
10 Years	0.63	0.95
Since Inception	0.35	0.68

All returns in U.S. Dollars

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