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)
2025 17.4% 18.7%
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%
Cumulative Returns - through 12/15/2025
Price Return Total Return
YTD 17.4% 18.7%
1 Year 13.5% 14.8%
3 Years 77.8% 84.5%
5 Years 98.1% 111.6%
10 Years 307.6% 374.8%
Since Inception 571.3% 810.6%

Annualized Returns - through 12/15/2025
Price Return Total Return
3 Years 21.2% 22.6%
5 Years 14.7% 16.2%
10 Years 15.1% 16.9%
Since Inception 11.2% 13.1%

Standard Deviation - through 12/15/2025
Price Return Total Return
3 Years 14.8% 14.8%
5 Years 16.5% 16.4%
10 Years 16.8% 16.8%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 12/15/2025
Price Return Total Return
3 Years 1.43 1.53
5 Years 0.89 0.99
10 Years 0.90 1.01
Since Inception 0.66 0.78

All returns in U.S. Dollars


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