MarketGrader US Balanced Core Select 90 Portfolio



Calendar Year Total Returns
INDEX MG US Balanced Core Select 90 Portfolio (PR) MG US Balanced Core Select 90 Portfolio (TR)
2024 25.4% 26.6%
2023 22.2% 24.2%
2022 -14.3% -12.9%
2021 26.4% 28.0%
2020 18.4% 20.5%
2019 29.0% 31.0%
2018 -8.2% -6.6%
2017 25.5% 27.3%
2016 18.0% 20.7%
2015 1.6% 3.2%
2014 7.6% 9.4%
2013 31.4% 34.2%
Cumulative Returns - through 07/01/2025
Price Return Total Return
YTD 7.1% 7.9%
1 Year 11.7% 13.0%
3 Years 68.4% 75.4%
5 Years 124.5% 140.2%
10 Years 265.5% 327.3%
Since Inception 512.5% 727.5%

Annualized Returns - through 07/01/2025
Price Return Total Return
3 Years 19.3% 20.9%
5 Years 17.5% 19.1%
10 Years 13.6% 15.4%
Since Inception 10.9% 12.8%

Standard Deviation - through 07/01/2025
Price Return Total Return
3 Years 17.8% 17.8%
5 Years 17.5% 17.4%
10 Years 17.1% 17.0%
Since Inception 17.1% 17.0%

Sharpe Ratio - through 07/01/2025
Price Return Total Return
3 Years 1.08 1.18
5 Years 1.00 1.10
10 Years 0.80 0.90
Since Inception 0.64 0.75

All returns in U.S. Dollars


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