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 04/14/2026
Price Return Total Return
YTD 3.4% 3.8%
1 Year 35.6% 36.9%
3 Years 78.9% 85.3%
5 Years 80.2% 92.7%
10 Years 298.7% 363.9%
Since Inception 594.4% 845.7%

Annualized Returns - through 04/14/2026
Price Return Total Return
3 Years 21.4% 22.8%
5 Years 12.5% 14.0%
10 Years 14.8% 16.6%
Since Inception 11.1% 13.0%

Standard Deviation - through 04/14/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 16.7% 16.6%
10 Years 16.8% 16.7%
Since Inception 16.8% 16.8%

Sharpe Ratio - through 04/14/2026
Price Return Total Return
3 Years 1.51 1.61
5 Years 0.75 0.84
10 Years 0.88 0.99
Since Inception 0.66 0.78

All returns in U.S. Dollars


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