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 01/07/2026
Price Return Total Return
YTD 2.7% 2.7%
1 Year 19.2% 20.5%
3 Years 81.7% 88.4%
5 Years 97.5% 111.1%
10 Years 326.7% 396.8%
Since Inception 589.7% 836.1%

Annualized Returns - through 01/07/2026
Price Return Total Return
3 Years 22.0% 23.5%
5 Years 14.6% 16.1%
10 Years 15.6% 17.4%
Since Inception 11.3% 13.2%

Standard Deviation - through 01/07/2026
Price Return Total Return
3 Years 14.2% 14.2%
5 Years 16.4% 16.3%
10 Years 16.8% 16.7%
Since Inception 16.9% 16.8%

Sharpe Ratio - through 01/07/2026
Price Return Total Return
3 Years 1.55 1.66
5 Years 0.89 0.98
10 Years 0.93 1.04
Since Inception 0.67 0.79

All returns in U.S. Dollars


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