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 05/28/2026
Price Return Total Return
YTD 13.6% 14.2%
1 Year 31.0% 32.8%
3 Years 89.8% 97.3%
5 Years 88.4% 102.6%
10 Years 311.9% 380.1%
Since Inception 597.6% 854.2%

Annualized Returns - through 05/28/2026
Price Return Total Return
3 Years 23.8% 25.4%
5 Years 13.5% 15.2%
10 Years 15.2% 17.0%
Since Inception 11.1% 13.0%

Standard Deviation - through 05/28/2026
Price Return Total Return
3 Years 14.6% 14.6%
5 Years 17.3% 17.3%
10 Years 16.5% 16.5%
Since Inception 16.5% 16.4%

Sharpe Ratio - through 05/28/2026
Price Return Total Return
3 Years 1.63 1.74
5 Years 0.78 0.88
10 Years 0.92 1.03
Since Inception 0.67 0.79

All returns in U.S. Dollars


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