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)
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%
2013 29.8% 32.6%
Cumulative Returns - through 06/02/2025
Price Return Total Return
YTD 1.7% 2.3%
1 Year 5.5% 6.8%
3 Years 41.6% 48.0%
5 Years 98.8% 113.3%
10 Years 217.8% 271.6%
Since Inception 435.9% 623.1%

Annualized Returns - through 06/02/2025
Price Return Total Return
3 Years 12.3% 13.9%
5 Years 14.7% 16.4%
10 Years 12.3% 14.0%
Since Inception 10.1% 12.0%

Standard Deviation - through 06/02/2025
Price Return Total Return
3 Years 19.1% 19.0%
5 Years 17.4% 17.3%
10 Years 16.6% 16.5%
Since Inception 16.6% 16.5%

Sharpe Ratio - through 06/02/2025
Price Return Total Return
3 Years 0.65 0.73
5 Years 0.85 0.95
10 Years 0.74 0.85
Since Inception 0.61 0.73

All returns in U.S. Dollars


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