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 05/06/2026
Price Return Dividend Return Total Return
YTD 12.8% 1.5% 14.5%
1 Year 25.2% 4.5% 30.9%
3 Years 52.7% 15.6% 76.5%
5 Years 72.3% 27.1% 119.0%
10 Years 188.3% 59.1% 358.5%
Since Inception 190.3% 142.5% 604.2%

Annualized Returns - through 05/06/2026
Price Return Dividend Return Total Return
3 Years 15.2% 4.9% 20.9%
5 Years 11.5% 4.9% 17.0%
10 Years 11.2% 4.7% 16.4%
Since Inception 6.0% 4.9% 11.2%

Standard Deviation - through 05/06/2026
Price Return Total Return
3 Years 12.3% 12.3%
5 Years 15.7% 15.5%
10 Years 17.3% 17.1%
Since Inception 16.1% 15.9%

Sharpe Ratio - through 05/06/2026
Price Return Total Return
3 Years 1.24 1.70
5 Years 0.73 1.10
10 Years 0.65 0.96
Since Inception 0.37 0.71

All returns in U.S. Dollars


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