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 10/21/2026
Price Return Total Return
YTD 9.0% 9.9%
1 Year 11.3% 12.4%
3 Years 82.9% 88.7%
5 Years 73.5% 85.0%
10 Years 304.0% 365.1%
Since Inception 631.8% 901.0%

Annualized Returns - through 10/21/2026
Price Return Total Return
3 Years 22.1% 23.4%
5 Years 11.7% 13.1%
10 Years 15.0% 16.6%
Since Inception 11.1% 13.0%

Standard Deviation - through 10/21/2026
Price Return Total Return
3 Years 13.9% 13.9%
5 Years 17.1% 17.0%
10 Years 17.0% 16.9%
Since Inception 16.8% 16.7%

Sharpe Ratio - through 10/21/2026
Price Return Total Return
3 Years 1.59 1.68
5 Years 0.69 0.77
10 Years 0.88 0.98
Since Inception 0.66 0.78

All returns in U.S. Dollars


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