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 10/14/2025
Price Return Total Return
YTD 11.4% 12.8%
1 Year 8.9% 10.5%
3 Years 79.4% 87.3%
5 Years 91.7% 106.0%
10 Years 264.9% 326.4%
Since Inception 487.2% 696.9%

Annualized Returns - through 10/14/2025
Price Return Total Return
3 Years 21.5% 23.3%
5 Years 13.9% 15.5%
10 Years 13.8% 15.6%
Since Inception 10.4% 12.3%

Standard Deviation - through 10/14/2025
Price Return Total Return
3 Years 15.7% 15.7%
5 Years 17.1% 17.1%
10 Years 16.4% 16.4%
Since Inception 16.5% 16.4%

Sharpe Ratio - through 10/14/2025
Price Return Total Return
3 Years 1.37 1.49
5 Years 0.81 0.91
10 Years 0.84 0.95
Since Inception 0.63 0.75

All returns in U.S. Dollars


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