MarketGrader U.S. Income 100 Index


Annual Returns (price-only)



Cumulative and Annualized Returns (price-only) - through 10/14/2019
Cumulative Annualized
  YTD 3 Mo. 1 Yr. 3 Yr. 5 Yr. Since Inception* 3 Yr. 5 Yr. 7 Yr.
Price Return 6.23% -3.3% -4.82% 5.44% 5.96% 72.39% 1.8% 1.2% 5.2%
Dividend Return 3.66% 1.39% 4.62% 13.8% 24.77% 70.44% 4.4% 4.53% 6.61%
Total Return 10.12% -1.96% -0.42% 19.99% 32.21% 193.82% 6.3% 5.7% 10.0%
*Since Dec. 31, 2007

Annualized Returns, Standard Deviation & Sharpe Ratio - through 12/31/2018
  3-Year 5-Year 7-Year
  Anlzd Return Anlzd StdDev Sharpe Ratio Anlzd Return Anlzd StdDev Sharpe Ratio Anlzd Return Anlzd StdDev Sharpe Ratio
Price Return 1.96% 12.43% 0.0% -0.55% 11.32% -0.23% 7.03% 13.71% 0.38%
Dividend Return 4.36% 0.44% 0.35% 4.53% 0.33% 0.39% 4.62% 0.57% 0.33%
Total Return 6.41% 12.92% 0.35% 3.96% 11.69% 0.16% 11.97% 14.36% 0.71%

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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