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 11/03/2025
Price Return Dividend Return Total Return
YTD 2.1% 4.1% 6.3%
1 Year 2.0% 5.4% 7.5%
3 Years 37.5% 16.4% 60.1%
5 Years 97.3% 27.6% 151.7%
10 Years 129.6% 60.1% 267.5%
Since Inception 147.9% 137.5% 488.7%

Annualized Returns - through 11/03/2025
Price Return Dividend Return Total Return
3 Years 11.2% 5.2% 17.0%
5 Years 14.6% 5.0% 20.3%
10 Years 8.7% 4.8% 13.9%
Since Inception 5.2% 4.9% 10.4%

Standard Deviation - through 11/03/2025
Price Return Total Return
3 Years 13.4% 13.4%
5 Years 16.5% 16.3%
10 Years 17.4% 17.2%
Since Inception 16.2% 16.0%

Sharpe Ratio - through 11/03/2025
Price Return Total Return
3 Years 0.83 1.27
5 Years 0.88 1.24
10 Years 0.50 0.81
Since Inception 0.32 0.65

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