MarketGrader U.S. Income 100 Index


*Inception date: December 31, 2007.

Calendar Year Total Returns
Cumulative Returns - through 10/20/2020
Price Return Dividend Return Total Return
YTD -14.6% 6.3% -9.2%
1 Year -12.1% 7.7% -5.3%
3 Years -14.3% 17.8% 1.0%
5 Years -4.0% 28.5% 23.2%
10 Years 30.3% 61.5% 110.4%
Since Inception 55.6% 83.6% 185.6%

Annualized Returns - through 10/20/2020
Price Return Dividend Return Total Return
3 Years -5.0% 5.6% 0.3%
5 Years -0.7% 5.2% 4.5%
10 Years 2.7% 4.9% 7.7%
Since Inception 3.5% 4.8% 8.5%

Standard Deviation - through 10/20/2020
Price Return Total Return
3 Years 23.1% 22.6%
5 Years 19.2% 18.8%
10 Years 15.4% 15.1%
Since Inception 16.7% 16.4%

Sharpe Ratio - through 10/20/2020
Price Return Total Return
3 Years -0.22 0.01
5 Years -0.04 0.24
10 Years 0.18 0.51
Since Inception 0.21 0.52

All returns in U.S. Dollars

The MarketGrader U.S. Income 100 Index index was first published on October 1, 2014. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Backtested performance information is purely hypothetical and is solely for informational purposes. Backtested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

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