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 08/05/2026
Price Return Dividend Return Total Return
YTD 18.5% 2.9% 21.9%
1 Year 20.9% 4.8% 26.8%
3 Years 47.9% 15.8% 71.3%
5 Years 79.4% 27.6% 128.9%
10 Years 177.1% 59.7% 342.6%
Since Inception 204.9% 145.9% 649.9%

Annualized Returns - through 08/05/2026
Price Return Dividend Return Total Return
3 Years 14.3% 5.0% 20.0%
5 Years 12.4% 5.0% 18.0%
10 Years 10.7% 4.8% 16.0%
Since Inception 6.2% 4.9% 11.4%

Standard Deviation - through 08/05/2026
Price Return Total Return
3 Years 12.0% 12.0%
5 Years 15.8% 15.5%
10 Years 17.3% 17.1%
Since Inception 16.0% 15.8%

Sharpe Ratio - through 08/05/2026
Price Return Total Return
3 Years 1.19 1.66
5 Years 0.79 1.16
10 Years 0.62 0.94
Since Inception 0.39 0.72

All returns in U.S. Dollars


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