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 05/06/2026
Price Return Total Return
YTD 9.6% 10.1%
1 Year 31.4% 33.3%
3 Years 88.9% 96.6%
5 Years 81.1% 94.8%
10 Years 304.4% 371.6%
Since Inception 573.2% 820.0%

Annualized Returns - through 05/06/2026
Price Return Total Return
3 Years 23.6% 25.2%
5 Years 12.6% 14.3%
10 Years 15.0% 16.8%
Since Inception 10.9% 12.8%

Standard Deviation - through 05/06/2026
Price Return Total Return
3 Years 14.3% 14.3%
5 Years 17.1% 17.1%
10 Years 16.5% 16.4%
Since Inception 16.4% 16.4%

Sharpe Ratio - through 05/06/2026
Price Return Total Return
3 Years 1.65 1.76
5 Years 0.74 0.84
10 Years 0.91 1.02
Since Inception 0.66 0.78

All returns in U.S. Dollars


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