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 04/14/2026
Price Return Dividend Return Total Return
YTD 10.5% 1.2% 11.9%
1 Year 27.4% 4.6% 33.3%
3 Years 46.0% 16.0% 69.3%
5 Years 75.1% 27.1% 122.6%
10 Years 176.5% 59.7% 341.5%
Since Inception 184.4% 141.9% 588.1%

Annualized Returns - through 04/14/2026
Price Return Dividend Return Total Return
3 Years 13.4% 5.1% 19.2%
5 Years 11.9% 4.9% 17.4%
10 Years 10.7% 4.8% 16.0%
Since Inception 5.9% 4.9% 11.1%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 12.1% 12.0%
5 Years 15.6% 15.4%
10 Years 17.3% 17.1%
Since Inception 16.1% 15.9%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.11 1.59
5 Years 0.76 1.13
10 Years 0.62 0.94
Since Inception 0.37 0.70

All returns in U.S. Dollars


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