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)
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%
2013 31.4% 34.2%
Cumulative Returns - through 05/02/2025
Price Return Total Return
YTD -3.9% -3.4%
1 Year 3.5% 4.6%
3 Years 37.7% 43.5%
5 Years 102.2% 116.3%
10 Years 220.0% 274.2%
Since Inception 449.2% 641.0%

Annualized Returns - through 05/02/2025
Price Return Total Return
3 Years 11.5% 13.1%
5 Years 17.5% 19.1%
10 Years 12.4% 14.2%
Since Inception 10.3% 12.2%

Standard Deviation - through 05/02/2025
Price Return Total Return
3 Years 18.7% 18.6%
5 Years 17.2% 17.2%
10 Years 17.0% 16.9%
Since Inception 17.0% 17.0%

Sharpe Ratio - through 05/02/2025
Price Return Total Return
3 Years 0.62 0.70
5 Years 1.02 1.11
10 Years 0.73 0.84
Since Inception 0.60 0.72

All returns in U.S. Dollars


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