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 17.5% 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 05/06/2026
Price Return Total Return
YTD 3.8% 4.2%
1 Year 27.2% 28.4%
3 Years 82.9% 89.3%
5 Years 77.0% 89.1%
10 Years 308.3% 374.8%
Since Inception 597.1% 849.3%

Annualized Returns - through 05/06/2026
Price Return Total Return
3 Years 22.3% 23.7%
5 Years 12.1% 13.6%
10 Years 15.1% 16.9%
Since Inception 11.1% 13.0%

Standard Deviation - through 05/06/2026
Price Return Total Return
3 Years 14.7% 14.7%
5 Years 16.9% 16.9%
10 Years 16.9% 16.8%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 05/06/2026
Price Return Total Return
3 Years 1.51 1.61
5 Years 0.71 0.81
10 Years 0.89 1.00
Since Inception 0.66 0.77

All returns in U.S. Dollars


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