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 10/21/2026

	Price Return	Dividend Return	Total Return
YTD	19.1%	4.2%	24.1%
1 Year	21.6%	5.2%	27.9%
3 Years	51.6%	16.2%	76.2%
5 Years	73.0%	28.4%	122.2%
10 Years	186.5%	60.5%	359.9%
Since Inception	206.6%	149.0%	663.3%

Annualized Returns - through 10/21/2026

	Price Return	Dividend Return	Total Return
3 Years	14.6%	5.1%	20.5%
5 Years	11.6%	5.1%	17.3%
10 Years	11.1%	4.9%	16.5%
Since Inception	6.1%	5.0%	11.4%

Standard Deviation - through 10/21/2026

	Price Return	Total Return
3 Years	12.7%	12.7%
5 Years	16.0%	15.7%
10 Years	17.5%	17.3%
Since Inception	16.0%	15.8%

Sharpe Ratio - through 10/21/2026

	Price Return	Total Return
3 Years	1.15	1.61
5 Years	0.73	1.10
10 Years	0.64	0.96
Since Inception	0.38	0.72

All returns in U.S. Dollars

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