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 06/18/2026
Price Return Total Return
YTD 13.5% 14.2%
1 Year 29.7% 31.5%
3 Years 77.5% 84.5%
5 Years 92.3% 106.8%
10 Years 314.1% 382.5%
Since Inception 597.0% 854.2%

Annualized Returns - through 06/18/2026
Price Return Total Return
3 Years 21.1% 22.7%
5 Years 14.0% 15.6%
10 Years 15.4% 17.1%
Since Inception 11.1% 13.0%

Standard Deviation - through 06/18/2026
Price Return Total Return
3 Years 14.7% 14.7%
5 Years 17.4% 17.3%
10 Years 16.6% 16.5%
Since Inception 16.4% 16.4%

Sharpe Ratio - through 06/18/2026
Price Return Total Return
3 Years 1.44 1.55
5 Years 0.81 0.90
10 Years 0.93 1.03
Since Inception 0.68 0.79

All returns in U.S. Dollars


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