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 02/26/2026
Price Return Total Return
YTD 0.6% 0.7%
1 Year 19.4% 20.6%
3 Years 71.6% 77.8%
5 Years 87.0% 99.8%
10 Years 317.3% 385.2%
Since Inception 575.1% 817.4%

Annualized Returns - through 02/26/2026
Price Return Total Return
3 Years 19.8% 21.2%
5 Years 13.3% 14.8%
10 Years 15.4% 17.1%
Since Inception 11.1% 13.0%

Standard Deviation - through 02/26/2026
Price Return Total Return
3 Years 13.8% 13.8%
5 Years 16.5% 16.4%
10 Years 16.7% 16.6%
Since Inception 16.8% 16.7%

Sharpe Ratio - through 02/26/2026
Price Return Total Return
3 Years 1.44 1.54
5 Years 0.81 0.90
10 Years 0.92 1.03
Since Inception 0.66 0.78

All returns in U.S. Dollars


Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE