MarketGrader US Income 50 Index

Calendar Year Total Returns

INDEX	MG US Income 50 (PR)	MG US Income 50 (TR)
2025	7.7%	12.6%
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 12/15/2025

	Price Return	Dividend Return	Total Return
YTD	7.7%	4.5%	12.6%
1 Year	6.5%	4.7%	11.6%
3 Years	41.0%	16.2%	63.8%
5 Years	89.1%	27.3%	140.7%
10 Years	166.4%	59.6%	325.2%
Since Inception	161.5%	138.6%	523.9%

Annualized Returns - through 12/15/2025

	Price Return	Dividend Return	Total Return
3 Years	12.1%	5.2%	17.9%
5 Years	13.6%	4.9%	19.2%
10 Years	10.3%	4.8%	15.6%
Since Inception	5.5%	4.9%	10.7%

Standard Deviation - through 12/15/2025

	Price Return	Total Return
3 Years	13.0%	12.9%
5 Years	15.7%	15.5%
10 Years	17.4%	17.2%
Since Inception	16.1%	15.9%

Sharpe Ratio - through 12/15/2025

	Price Return	Total Return
3 Years	0.93	1.38
5 Years	0.87	1.24
10 Years	0.59	0.91
Since Inception	0.34	0.67

All returns in U.S. Dollars

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