MarketGrader US Core Portfolio



Calendar Year Total Returns
INDEX MG US Core Portfolio (PR) MG US Core Portfolio (TR)
2025 16.8% 18.1%
2024 25.3% 26.8%
2023 24.8% 26.9%
2022 -18.0% -16.4%
2021 29.7% 31.7%
2020 21.4% 23.9%
2019 28.9% 31.0%
2018 -6.4% -4.6%
2017 22.3% 24.1%
2016 15.2% 17.2%
2015 0.4% 2.2%
2014 9.7% 12.0%
Cumulative Returns - through 01/06/2026
Price Return Total Return
YTD 2.3% 2.3%
1 Year 18.1% 19.4%
3 Years 83.0% 90.4%
5 Years 97.1% 112.2%
10 Years 322.8% 396.5%
Since Inception 552.0% 810.5%

Annualized Returns - through 01/06/2026
Price Return Total Return
3 Years 22.3% 23.9%
5 Years 14.5% 16.2%
10 Years 15.5% 17.4%
Since Inception 10.9% 13.0%

Standard Deviation - through 01/06/2026
Price Return Total Return
3 Years 13.5% 13.5%
5 Years 16.2% 16.2%
10 Years 16.3% 16.3%
Since Inception 16.7% 16.6%

Sharpe Ratio - through 01/06/2026
Price Return Total Return
3 Years 1.65 1.77
5 Years 0.89 1.00
10 Years 0.95 1.07
Since Inception 0.65 0.78

All returns in U.S. Dollars


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