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 06/18/2026
Price Return Total Return
YTD 9.4% 9.9%
1 Year 25.0% 26.1%
3 Years 77.7% 83.6%
5 Years 93.5% 106.2%
10 Years 325.3% 393.7%
Since Inception 634.8% 901.3%

Annualized Returns - through 06/18/2026
Price Return Total Return
3 Years 21.1% 22.4%
5 Years 14.1% 15.6%
10 Years 15.7% 17.4%
Since Inception 11.4% 13.3%

Standard Deviation - through 06/18/2026
Price Return Total Return
3 Years 16.6% 16.6%
5 Years 18.0% 17.9%
10 Years 17.5% 17.4%
Since Inception 17.1% 17.1%

Sharpe Ratio - through 06/18/2026
Price Return Total Return
3 Years 1.27 1.35
5 Years 0.78 0.87
10 Years 0.90 1.00
Since Inception 0.66 0.78

All returns in U.S. Dollars


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