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 11/03/2025
Price Return Total Return
YTD 16.5% 17.6%
1 Year 18.1% 19.5%
3 Years 85.7% 92.9%
5 Years 117.7% 132.7%
10 Years 286.7% 351.2%
Since Inception 565.9% 802.3%

Annualized Returns - through 11/03/2025
Price Return Total Return
3 Years 22.9% 24.5%
5 Years 16.8% 18.4%
10 Years 14.5% 16.3%
Since Inception 11.2% 13.1%

Standard Deviation - through 11/03/2025
Price Return Total Return
3 Years 15.1% 15.1%
5 Years 17.1% 17.1%
10 Years 16.8% 16.8%
Since Inception 16.9% 16.9%

Sharpe Ratio - through 11/03/2025
Price Return Total Return
3 Years 1.52 1.63
5 Years 0.98 1.08
10 Years 0.86 0.97
Since Inception 0.66 0.78

All returns in U.S. Dollars


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