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 08/26/2026
Price Return Dividend Return Total Return
YTD 21.3% 3.3% 25.3%
1 Year 21.0% 5.0% 27.1%
3 Years 54.6% 15.9% 79.1%
5 Years 81.7% 28.0% 132.7%
10 Years 185.9% 60.0% 357.5%
Since Inception 212.1% 147.0% 670.7%

Annualized Returns - through 08/26/2026
Price Return Dividend Return Total Return
3 Years 15.6% 5.0% 21.4%
5 Years 12.8% 5.1% 18.5%
10 Years 11.1% 4.8% 16.4%
Since Inception 6.3% 5.0% 11.6%

Standard Deviation - through 08/26/2026
Price Return Total Return
3 Years 12.1% 12.2%
5 Years 15.8% 15.6%
10 Years 17.3% 17.1%
Since Inception 16.0% 15.8%

Sharpe Ratio - through 08/26/2026
Price Return Total Return
3 Years 1.29 1.76
5 Years 0.81 1.19
10 Years 0.64 0.96
Since Inception 0.39 0.73

All returns in U.S. Dollars


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