MarketGrader US Balanced Core Select 90 Portfolio



Calendar Year Total Returns
INDEX (PR) (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 03/20/2026
Price Return Total Return
YTD -6.7% -6.5%
1 Year 15.0% 16.2%
3 Years 64.7% 70.6%
5 Years 68.6% 80.1%
10 Years 265.3% 325.1%
Since Inception 526.2% 752.1%

Annualized Returns - through 03/20/2026
Price Return Total Return
3 Years 18.1% 19.5%
5 Years 11.0% 12.5%
10 Years 13.9% 15.6%
Since Inception 10.6% 12.5%

Standard Deviation - through 03/20/2026
Price Return Total Return
3 Years 14.3% 14.3%
5 Years 16.7% 16.7%
10 Years 16.9% 16.8%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 03/20/2026
Price Return Total Return
3 Years 1.26 1.36
5 Years 0.66 0.75
10 Years 0.82 0.93
Since Inception 0.63 0.74

All returns in U.S. Dollars


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