MarketGrader US Income 50 Index

Calendar Year Total Returns

INDEX	MG US Income 50 (PR)	MG US Income 50 (TR)
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%
2013	22.7%	27.9%

Cumulative Returns - through 09/12/2025

	Price Return	Dividend Return	Total Return
YTD	6.3%	3.3%	9.8%
1 Year	3.3%	5.2%	8.7%
3 Years	36.9%	16.7%	59.8%
5 Years	105.4%	27.4%	161.7%
10 Years	160.0%	59.8%	315.5%
Since Inception	158.0%	135.8%	508.4%

Annualized Returns - through 09/12/2025

	Price Return	Dividend Return	Total Return
3 Years	11.0%	5.3%	16.9%
5 Years	15.9%	5.0%	21.7%
10 Years	10.0%	4.8%	15.3%
Since Inception	5.5%	4.9%	10.7%

Standard Deviation - through 09/12/2025

	Price Return	Total Return
3 Years	15.8%	15.7%
5 Years	16.4%	16.3%
10 Years	17.6%	17.4%
Since Inception	16.2%	16.0%

Sharpe Ratio - through 09/12/2025

	Price Return	Total Return
3 Years	0.70	1.08
5 Years	0.97	1.33
10 Years	0.57	0.88
Since Inception	0.34	0.67

All returns in U.S. Dollars

Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE