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 07/01/2025
Price Return Total Return
YTD 6.8% 7.5%
1 Year 8.0% 9.3%
3 Years 66.1% 73.4%
5 Years 106.9% 121.8%
10 Years 235.6% 292.2%
Since Inception 462.7% 660.0%

Annualized Returns - through 07/01/2025
Price Return Total Return
3 Years 18.7% 20.4%
5 Years 15.8% 17.5%
10 Years 12.9% 14.7%
Since Inception 10.3% 12.2%

Standard Deviation - through 07/01/2025
Price Return Total Return
3 Years 17.9% 17.8%
5 Years 17.4% 17.4%
10 Years 16.6% 16.5%
Since Inception 16.6% 16.5%

Sharpe Ratio - through 07/01/2025
Price Return Total Return
3 Years 1.05 1.14
5 Years 0.91 1.01
10 Years 0.78 0.89
Since Inception 0.62 0.74

All returns in U.S. Dollars


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