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 04/14/2026
Price Return Total Return
YTD 3.6% 4.1%
1 Year 31.0% 32.9%
3 Years 72.1% 79.1%
5 Years 75.6% 88.8%
10 Years 275.0% 337.4%
Since Inception 536.5% 769.4%

Annualized Returns - through 04/14/2026
Price Return Total Return
3 Years 19.8% 21.5%
5 Years 11.9% 13.6%
10 Years 14.1% 15.9%
Since Inception 10.6% 12.5%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 14.1% 14.1%
5 Years 17.0% 16.9%
10 Years 16.4% 16.3%
Since Inception 16.4% 16.3%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.41 1.53
5 Years 0.70 0.80
10 Years 0.86 0.98
Since Inception 0.65 0.77

All returns in U.S. Dollars


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