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 04/02/2025
Price Return Total Return
YTD -3.6% -3.3%
1 Year 4.6% 5.7%
3 Years 30.6% 36.4%
5 Years 120.2% 136.0%
10 Years 199.2% 249.5%
Since Inception 407.9% 583.3%

Annualized Returns - through 04/02/2025
Price Return Total Return
3 Years 8.4% 10.0%
5 Years 19.1% 20.8%
10 Years 11.8% 13.5%
Since Inception 9.8% 11.7%

Standard Deviation - through 04/02/2025
Price Return Total Return
3 Years 19.4% 19.4%
5 Years 18.2% 18.2%
10 Years 16.5% 16.5%
Since Inception 16.6% 16.6%

Sharpe Ratio - through 04/02/2025
Price Return Total Return
3 Years 0.43 0.52
5 Years 1.05 1.15
10 Years 0.71 0.82
Since Inception 0.59 0.71

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE