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 09/03/2025
Price Return Total Return
YTD 12.0% 12.9%
1 Year 16.9% 18.2%
3 Years 73.6% 80.4%
5 Years 116.1% 130.9%
10 Years 285.4% 350.0%
Since Inception 540.1% 766.2%

Annualized Returns - through 09/03/2025
Price Return Total Return
3 Years 19.5% 21.1%
5 Years 16.3% 17.8%
10 Years 14.8% 16.6%
Since Inception 11.0% 12.9%

Standard Deviation - through 09/03/2025
Price Return Total Return
3 Years 16.8% 16.7%
5 Years 17.2% 17.2%
10 Years 17.0% 16.9%
Since Inception 17.0% 16.9%

Sharpe Ratio - through 09/03/2025
Price Return Total Return
3 Years 1.16 1.26
5 Years 0.94 1.04
10 Years 0.87 0.98
Since Inception 0.65 0.76

All returns in U.S. Dollars


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