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 01/06/2026
Price Return Dividend Return Total Return
YTD 1.2% 0.0% 1.2%
1 Year 7.2% 4.7% 12.2%
3 Years 35.5% 16.4% 57.7%
5 Years 82.7% 27.3% 132.6%
10 Years 160.7% 59.7% 316.4%
Since Inception 160.4% 139.0% 522.4%

Annualized Returns - through 01/06/2026
Price Return Dividend Return Total Return
3 Years 10.7% 5.1% 16.4%
5 Years 12.8% 5.0% 18.4%
10 Years 10.1% 4.7% 15.3%
Since Inception 5.4% 4.9% 10.6%

Standard Deviation - through 01/06/2026
Price Return Total Return
3 Years 12.4% 12.3%
5 Years 15.7% 15.5%
10 Years 17.4% 17.2%
Since Inception 16.1% 15.9%

Sharpe Ratio - through 01/06/2026
Price Return Total Return
3 Years 0.86 1.34
5 Years 0.82 1.19
10 Years 0.58 0.89
Since Inception 0.34 0.67

All returns in U.S. Dollars


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