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 15.4% 17.0%
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 12/15/2025
Price Return Total Return
YTD 15.4% 17.0%
1 Year 11.7% 13.3%
3 Years 65.8% 72.9%
5 Years 84.8% 98.6%
10 Years 272.6% 335.1%
Since Inception 508.0% 727.0%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 18.4% 20.0%
5 Years 13.1% 14.7%
10 Years 14.1% 15.8%
Since Inception 10.5% 12.5%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 14.6% 14.5%
5 Years 16.6% 16.6%
10 Years 16.4% 16.3%
Since Inception 16.4% 16.4%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.26 1.38
5 Years 0.79 0.88
10 Years 0.86 0.97
Since Inception 0.64 0.76

All returns in U.S. Dollars


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