MarketGrader US Balanced Core Select 50 Portfolio



Calendar Year Total Returns
INDEX MG US Balanced Core Select 50 Portfolio (PR) MG US Balanced Core Select 50 Portfolio (TR)
2025 16.5% 18.2%
2024 22.9% 24.2%
2023 18.3% 20.3%
2022 -12.7% -11.2%
2021 24.7% 26.4%
2020 19.7% 21.7%
2019 28.0% 30.3%
2018 -7.9% -6.3%
2017 26.4% 28.1%
2016 14.6% 16.5%
2015 -0.5% 1.0%
2014 11.2% 13.0%
Cumulative Returns - through 01/07/2026
Price Return Total Return
YTD 2.3% 2.3%
1 Year 17.7% 19.4%
3 Years 69.8% 77.0%
5 Years 84.2% 98.0%
10 Years 303.3% 370.4%
Since Inception 528.3% 754.7%

Annualized Returns - through 01/07/2026
Price Return Total Return
3 Years 19.5% 21.2%
5 Years 13.5% 15.2%
10 Years 14.8% 16.6%
Since Inception 10.7% 12.6%

Standard Deviation - through 01/07/2026
Price Return Total Return
3 Years 14.1% 14.1%
5 Years 16.6% 16.6%
10 Years 16.3% 16.3%
Since Inception 16.4% 16.3%

Sharpe Ratio - through 01/07/2026
Price Return Total Return
3 Years 1.38 1.50
5 Years 0.81 0.92
10 Years 0.91 1.02
Since Inception 0.65 0.77

All returns in U.S. Dollars


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