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 07/10/2026
Price Return Total Return
YTD 9.4% 10.1%
1 Year 19.0% 20.2%
3 Years 73.6% 79.5%
5 Years 83.7% 96.1%
10 Years 313.8% 380.7%
Since Inception 634.5% 902.7%

Annualized Returns - through 07/10/2026
Price Return Total Return
3 Years 20.2% 21.5%
5 Years 13.0% 14.5%
10 Years 15.3% 17.1%
Since Inception 11.3% 13.2%

Standard Deviation - through 07/10/2026
Price Return Total Return
3 Years 14.1% 14.1%
5 Years 17.1% 17.0%
10 Years 17.0% 16.9%
Since Inception 16.8% 16.8%

Sharpe Ratio - through 07/10/2026
Price Return Total Return
3 Years 1.43 1.53
5 Years 0.76 0.85
10 Years 0.90 1.01
Since Inception 0.67 0.79

All returns in U.S. Dollars


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