MarketGrader US Income 50 Index



Calendar Year Total Returns
INDEX MG US Income 50 (PR) MG US Income 50 (TR)
2025 3.2% 7.8%
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 11/24/2025
Price Return Dividend Return Total Return
YTD 3.2% 4.4% 7.8%
1 Year -2.5% 5.3% 2.7%
3 Years 28.8% 16.4% 49.9%
5 Years 78.1% 27.4% 126.9%
10 Years 140.2% 60.0% 284.2%
Since Inception 150.6% 138.2% 497.0%

Annualized Returns - through 11/24/2025
Price Return Dividend Return Total Return
3 Years 8.8% 5.2% 14.5%
5 Years 12.2% 5.0% 17.8%
10 Years 9.2% 4.8% 14.4%
Since Inception 5.3% 4.9% 10.5%

Standard Deviation - through 11/24/2025
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 11/24/2025
Price Return Total Return
3 Years 0.66 1.08
5 Years 0.74 1.09
10 Years 0.53 0.84
Since Inception 0.33 0.66

All returns in U.S. Dollars


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